海外研报

Euro Area—Measuring Underlying Inflation (Vashkinskaya/Stott)

Underlying inflation in the Euro area remains in focus as one of the three criteriaused by the ECB’s Governing Council to set monetary policy. To analyse the

GS Utilities Daily: ENWL sale has positive read across to SSE

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this

Americas Construction: Building Products: AHRI — June Read-Throughs

Residential Water Heater Shipments Down 1% in June: This compares to a 2%decline in May and +12% a year ago. Commercial fell 4% YOY vs up 16% last month

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index rose 0.4% today. Taiwan and Korea markets outperformed, whileSingapore and Indonesia markets underperformed. Within MXAPJ sectors, Info Tech

DeskTalk - Ready for Powell at Jackson Hole

NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONAL

Europe Technology: Hardware: Key investor questions for European Digital Enablers at the

Ahead of the GS Communacopia + Technology Conference in San Francisco(September 9-11), we summarise key investor questions for our coverage, spanning

A funny thing happened on the way to the....

CUTS!”, ignoring all else in their fixation on when the Fed, which doesn’t know what economy looks like now or ahead, will finally lower the official cost of borrowing, which has already plunged

BofA Monthly HF Update August 2024

Equity L/S leads: YTD, Equity L/S leads at 10.7%, followed by Relative Value at 8.8%, then Multi-Strategy at 7.6%.1Most HF strategies generated

GD--BEIJING’S RALLY003

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