海外研报

Global Economic Weekly Patience is a virtue

Global Letter: Patience is a virtueMajor central banks to meet next week. We expect the Fed to remain on hold, the BOJ

What Companies Are Saying: StillWaiting And Seeing

Companies broadly report steady growth butnota lotofupward momentum as theyand their customers are still in a pervasive wait and see loop given lingeringuncertainties around inflation, interest rates, domestic politics, elections,

GS--Upwork Inc. (UPWK): Communacopia + Technology Conference 2024 06

Presenters: We hosted Upwork President & CEO, Hayden Brown, at theCommunacopia + Technology Conference.

GS--Americas Benchmarking Software_ CAC meaningfully increases in consecutive quarters

2Q24 customer acquisition cost (CAC) meaningfully increased QoQ in oursoftware sample set for the second consecutive quarter. This increase in CAC is

BofA_Europe Economic Weekly Back to the policy mix_20240927

Weekly view: All about the policy mix

MS_China's Deflationary Spillovers_20240708

Deflation in China is spilling over into the US and euro area via

UBS--Our favorite Longer-Term Investment themes

This monthly report looks at the valuation and