海外研报
筛选
Re-examining implications for commodities under a Red Wave
Global commodities: We build on our recent examination of the implications for commodities stemming from the US elections (see here) to reassess w hat GOP
海外研报
2024年07月27日
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
