海外研报
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Positioning Intel; ON, FFIV & ST Previews; ANET; CDW; CHTR; CRWD; GLW
My colleague Jack Atherton, who covers Comm, Internet, Media and Sofware, is on New Parent Leave untilLabor Dax, I’l! be backing him up - ineluding sending this combined TMT morning daily, and providing hisearnings first-takes in the weeks to
海外研报
2024年07月31日
Midday Market Intelligence: seeking
...a levelTuesday’s calm seems to be carrying over on Wednesday, with markets seeming toshed some of the worry seen earlier in the week, while still remaining cautious. A
海外研报
2024年08月08日
A slowing, not a slump: what we're watching
We expect a moderate slowdown, and the Fed cutting 25bps in September. But the burden of proof is on the soft landing. Last
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2024年08月12日
THE UNITED STATES ECONOMIC MONITOR
We look for little change in in initial jobless claims today, and a run of lower numbers this fall…
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2024年08月30日
FAST FX Fair Value Model
The UK bank holiday last Monday meant the FAST FX model did not enter any trades last week. The model remains up 2.50% over the past year
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2024年09月03日
GS--Foreign selling led by Korea and Taiwan; India domestic funds saw strong
Foreign (FII) flows / positioningn EM Asian ex-China region saw selling (-US$1.9bn) this
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2024年09月15日
BCA--Is The Fed Asleep At The Wheel… Again?
The good news is that we should not fear an imminent US recession.• In the absence of recession though, the Fed cannot cut rates as aggressivelyas is priced if it wants to keep inflation and inflation expectations anchored at2 percent.
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2024年10月11日
GS--3Q-24 Earnings Preview: Let the Data Speak
The earnings season kicks off next week. By the end ofNovember, 375 of the STOXX 600 constituents should have
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2024年10月12日
