海外研报
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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
UK Budget preview: Creativity versus stability
The first Labour Budget in 15 years looks hugely significant for the UK
海外研报
2024年10月16日
Citi--Netflix, Inc (NFLX.O)
NFLX expects 2025 top line to grow 11% to 13%. Management noted continued
海外研报
2024年10月19日
JPM_Cross Asset Volatility Machine Learning Based Trade Recommendations_20241021
We updated model performance recently,highlightingsignificantimprovements afer adding the Vol Surface model given its low
海外研报
2024年10月23日
