海外研报
筛选
Japan Weekly Kickstart Going with the flows
Summary of the weekTOPIX: 2,699.54 (-5.6%) / NK225: 37,667.41 (-6.0%)n Top sectors: Pharmaceuticals, Land Transport
海外研报
2024年07月27日
FAST FX Fair Value Model--USD looking undervalued
The FAST FX model continues to sit out the FX markets and remains up 2.50% over the past year with a hit rate of 50%. Heading into the Jackson
海外研报
2024年08月20日
AI: four scenarios-Special
Summary The economic implications of the AI revolution are uncertain. It may take a decade or two
海外研报
2024年08月24日
GS--Norway: Norges Bank Preview — A Hold Now But Dovish Tilt Coming
BOTTOM LINE: August inflation in Norway was notably below Norges Bank’sexpectations, with core services inflation falling to its lowest value since August
海外研报
2024年09月16日
BofA_Fed goes 50 – implications for SMID caps_20240919
The Fed cut 50bp yesterday. While our economists’ read on the press conference tone and dot plot were hawkish, they now pencil in another 75bp of cuts in 4Q and 125bp in
海外研报
2024年09月21日
GS--China’s stimulus and European equities
China announced a combination of easing measures this
海外研报
2024年09月29日
GS--Financial Account Showed Sizeable Outflows
Bottom Line: The current account balance improved from a surplus of US$0.8bn
海外研报
2024年10月13日
