海外研报
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Global macro: Too far, too fast? (2)
In Global macro: Too far, too fast?, dated 5 August, wenoted that the US Federal Reserve, on average across
海外研报
2024年08月24日
USA_ Core Import Prices Decrease Below Expectations
BOTTOM LINE: Import prices and import prices ex-petroleum decreased in August,below consensus expectations. Following this morning’s import price data, we
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2024年09月16日
Central_Bank_Weekly__20th_September_2024
RBA ANNOUNCEMENT (TUE): The RBA is likely to keep the Cash Rate Target unchanged at 4.35% at its meeting next week with all 45 economists surveyed by Reuters unanimously
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2024年09月22日
GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update01
The MXAPJ Index rose 1.3% today. China and Hong Kong markets outperformed,while Australia and India markets underperformed. Within MXAPJ sectors, Cons
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2024年09月25日
GS-- China Easing | Datacentres
As trade barriers have risen amid greater levels of geopolitical tension in recent
海外研报
2024年09月29日
GS--Diversify to Amplify | Carbonomics
From a top-down perspective, Peter Oppenheimer notes while the macro outlook
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2024年10月20日
GS--PulteGroup Inc. (PHM): 3Q24 First Take
3Q Beat Driven By HB Revenues: Pulte reported 3Q adj. EPS (ex-charges) of $3.39,
海外研报
2024年10月23日