海外研报
筛选
Israel: Large Downside Surprise to Growth in Q2
Bottom Line: Israel’s GDP growth fell from +17.3%qoq annl. to +1.2%qoq annl.(both seasonally adjusted), which was significantly below consensus expectations
海外研报
2024年08月20日
GS--Zoom Video Communications Inc. (ZM): Communacopia + Technology Conference 2024
Presenter(s): We hosted Zoom’s CEO Eric Yuan as part of our Communacopia +Technology conference.
海外研报
2024年09月16日
GS--Dallas Data Center Trip: Remain Bullish on Power Demand and Capex Inflection
We emerge from our Dallas Data Center/Power Demand field trip meetings onSeptember 18 bullish on the power demand inflection, particularly in Texas, and the
海外研报
2024年09月21日
BofA_US Economic Weekly Rosy revisions deepen the labor conundrum_20240927
Weekly viewpoint: Rosy revisions deepen labor conundrumThe annual update of the National Economic Accounts showed upward revisions to GDP
海外研报
2024年09月29日
GS--US Economics Analyst_ Back on Track_ Reassessing Labor Market Trends
The September employment report reset the labor market narrative. Strong
海外研报
2024年10月07日
Rabo--Sour grapes?
Sour grapes. According to the Cambridge Dictionary one of the ways to interpret this idiom is:‘bad behaviour that happens because someone is more successful’. Looking at the current state
海外研报
2024年10月11日
MS - Utilities - The Overlooked Value of Power_20241010
Our new AlphaWise survey suggests robust power demand and
海外研报
2024年10月13日
GS--From Goldilocks to Reflation - shifting cross-asset leadership in the growth repricing
Last week, US Core CPI came above expectations, whileHurricane effects led to higher initial jobless claims. In China,
海外研报
2024年10月16日
BofA_BofA FAQs Global Auto FAQs- Stepped up competition and the future of incumbents_20241018
1) Implications of China’s high quality/low priced EVs?
海外研报
2024年10月19日
