海外研报
筛选
Global FX Trader Rates Exaggerate
Our thoughts on USD, CHF, BRL, IDR, AUD/NZD, THB & Jackson Holen USD: Markets or macro. Investors have been asking whether the wild swings
海外研报
2024年08月19日
learer Path to Achieving Long-Term Growth Targets
We are upgrading Autodesk to Neutral (from Sell), increasing ourPrice Target to $295 (from $225). Our Sell thesis was predicated on
海外研报
2024年09月06日
GS--Amazon.com Inc. (AMZN): Communacopia + Technology Conference 2024 — Key Takeaways
Bottom line: We highlight a few key takeaways from our conversation: 1) Gen AItools & services offered by AWS have helped shift conversations with customers
海外研报
2024年09月14日
GD--LONG RISK – REVIEWING OUR KEY TRADES
We maintain our risk on positioning (equal weight S&P 500 & high-yield creditfocused trades) as the combination of Fed rate cuts and resilient growth will send
海外研报
2024年09月20日
All That Glitters
Gold prices traded at fresh all-time highs on Friday, closing well above the $2600/oz barrier. The rally in gold seems unstoppable at this point and resets on the all-time-high are becoming a
海外研报
2024年09月24日
GS--China: NBS manufacturing PMI rose while Caixin manufacturing PMI fell in September
The NBS manufacturing PMI increased to 49.8 in September from 49.1 in August
海外研报
2024年10月02日
GS--Declines in offline narrowed; Online growth largely maintained
1. Offline baby formula market fell by 8.6% yoy in Jul-Aug 2024, showing
海外研报
2024年10月15日
GS--Credit Notes: Taking stock of the election premium in Uruguay (Fabius)
On October 27, Uruguay will hold its general election and plebiscite on its pension
海外研报
2024年10月18日
Deutsche Bank Research - Investor Positioning and Flow - Oct 21
On the growth front, positive surprises started with the robust payrolls report
海外研报
2024年10月22日
