海外研报
筛选
A Question of Pace
With the cutting cycle set to start in September as expected, the pace of further cuts is now the debate. Markets are pricing more
海外研报
2024年08月05日
Barkin Says Fed Has 'Time' to Assess EconomyDetermine Response
Federal Reserve Bank of Richmond President Tom Barkin said the centralbank has time to assess whether the US economy is normalizing orwhether it's softening in a way that would
海外研报
2024年08月09日
Cisco Systems Inc. (CSCO): F4Q24 First Take: EPS beat with stronger-than-expected orders growth
CSCO’s F4Q24 EPS of $0.87 beat GS/consensus (Visible Alpha) of $0.85/$0.85on a slight EBIT beat and better taxes. Revenue of $13.6 bn beat GS/consensus of
海外研报
2024年08月16日
Moderate buying in the region this week
Foreign (FII) flows / positioningn EM Asian ex-China region saw buying (+US$0.9bn) this
海外研报
2024年08月24日
Collateral Thinking Q2’24 earnings
Top of the stackOverall, we saw mixed picture in Q2. Revenue deteriorated as companies delivered a lower proportion of revenue beats and higher proportion of misses vs Q1, whereas EBITDA held
海外研报
2024年08月28日
GS--Asian equities fell by 2%, dragged down by North Asian markets
MXAPJ -2%, dragged by Korea (-6%), Taiwan & China (-3%),while Thailand posted a 6% gain. Financials and software
海外研报
2024年09月09日
BofA_Liquid Insight AUD and iron ore
Iron ore remains a large share of Australia's exports but prices have a tenuous historical relationship with AUD FX.
海外研报
2024年09月12日
GS--Just Eat Takeaway (JETJ.L): Communacopia + Technology Conference — Key Takeaways:
Presenters: We hosted Just Eat Takeaway CEO and Founder Jitse Groen at theCommunacopia + Technology Conference.
海外研报
2024年09月17日
USB--Global forecasts
CIO forecast tables reflect UBS CIO's view on growth, inflation, interest rates,and currencies for key countries and markets, real estate, as well as commodities.
海外研报
2024年09月22日
