海外研报
筛选
THE PERKINS RULE REVISITED
I’ve had a lot of questions about the Perkins rule, the idea that it is a CONTRACTION INEMPLOYMENT that signals recession, not a gradual drift higher in the jobless rate (the
海外研报
2024年08月27日
GS UK Today: AI | Encore: Buy AstraZeneca, Wise
AI – to buy, or not to buy – The technology sector has generated 32% of the Global
海外研报
2024年09月06日
GS--Prefer leading players in a prolonged cycle; Downgrade Gujing to Neutral
We have revisited the growth pace, capacity expansion pace, and our target P/Emultiple assumptions for our China Spirits coverage to better reflect their
海外研报
2024年09月11日
MS_FOMC Reaction- September Meeting_20240919
The cycle begins with a 50bp cut and a stress on both sides of the dual mandate. Powell emphasized the FOMC's commitment
海外研报
2024年09月20日
Quarterly Vantage Points September 18, 2024
Much of the data and conclusions on investor themes come from the Morgan Stanley Prime Brokerage Global Investor Surveys. The
海外研报
2024年09月24日
MS - Meta Platforms - META Advances its Hardware and Software AI
We highlight 3 key advancements across META's hardware and
海外研报
2024年09月28日
Can Barnier fix France's fiscal woes?--The 2025 budget provides some clues
The new French Prime Minister, Michel Barnier, recently presented his new government.
海外研报
2024年10月12日
