海外研报

Expect sequential improvement as resilient disposable income is aided by waning

On September 4th and 5th we will host ~80 consumer companies at our 31st annualGlobal Retailing Conference, where we expect to hear updates on the US consumer

GS--cmntch2024agenda

Session: Venture Capital Panel Bessemer Venture Partners - Byron Deeter, Partner

GS--Overview of Contracting Activity Heading into Year-End; Buy CCJ on Exposure to Asym

In this note, we discuss spot and term market dynamics within uranium and nuclearfuel. In recent conversations with investors, we note an increasing focus on

GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update23

The MXAPJ Index was flat today. Philippines and Indonesia markets outperformed,while Hong Kong and Australia markets underperformed. Within MXAPJ sectors,

GD--BEIJING’S RALLY

Last week we wrote that we had never seen Chinese growth prospects this bad. It seems as

FX Trade Idea--Fast FX Model: closing short EUR/JPY for profit

The views expressed in this report accurately reflect the personal views of the undersigned

GS--Global Weekly Kickstart Global equities up 0.6%, China underperforms

Global equities gained 0.6% last week (Exhibit 1), China

ME-cio-weekly-letter00052

cyclical bull market emerged on October 12, 2022. Since then, the S&P 500 has returned about