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GS TWIG Notes_ This Week in Global Research - February 14, 2025

海外研报

DB_UK Weekly Digest A path to 2.5 of GDP in defence spending_20250221

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CA QT pause or slowdown_

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GS Heico Corp. (HEI)_ F1Q25 First Take_ Sizable beat

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UBS Invest in power and resources_en_1633981

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GS SUSTAIN_ Hyperscaler reinvestment and data center power demand_ Capex, cash flow, returns, AI training vs. inference

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GS Midday Market Intelligence_ ex-Tech

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TS Lombard 2025-03-21-Saudi Hedge In The Eye Of The Storm-en

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GS Europe_ March Flash PMIs — A Small Improvement in the Euro Area but a Large Upside Surprise in the UK

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GS. Daily_ShortActivity27Mar2025_US_CLEARED_

海外研报