海外研报
筛选
General Motors Co. (GM): 2Q24 First Take
This was a strong report, in our opinion, as GM’s results were aboveFactSet consensus and the company raised its CY24 EBIT, EPS and FCF
海外研报
2024年07月24日
Fed to start with 50bp cuts in rapidly weakening labor market
CITI'S TAKEFor some time we have highlighted risks that a gradual weakening in thelabor market would at some point turn more rapid, This is much moreevident in July employment data, with the unemployment rate rising to4.3% alongside a more notable
海外研报
2024年08月05日
Japan: BoJ downplaying structural deflationary pressures of excess corporate savings
It is not surprising that some government and LDP officials have pointed out the need for a change to a world with interest rates. This is because
海外研报
2024年08月24日
GD--TRUMP-HARRIS DEBATE HAS A 'WINNER' - WHAT NEXT?
Betting markets have, by and large, declared Vice President Kamala Harris the victor of the first combativeTrump-Harris presidential debate (Polymarket, +6pp / PredictIt +8¢ to Harris) – but how much will this matter?
海外研报
2024年09月12日
GS--Atlassian Corp. (TEAM): Communacopia + Technology Conference 2024 — Key Takeaways
Presenter(s): We hosted Atlassian’s SVP of Enterprise and Platform Tiffany To as partof our Communacopia + Technology conference.
海外研报
2024年09月17日
GS--Key Takeaways from NDR with Management (CEO, CFO, & IR)
We recently hosted investor meetings with Electronic Arts (EA,Neutral-rated) in Boston with CEO Andrew Wilson, CFO Stuart
海外研报
2024年09月22日
GS--China Consumer Staples: Key investor feedback from European marketing trip
past weeks discussing China consumer staples subsectors and key stock ideas. Ona high level, investor feedback indicated 1) their positions in China consumer
海外研报
2024年09月25日
JPM_Credit Calls Friday, September 27, 2024
FeatureBDC: Revisiting Vlews and Spreads in the Sector: Time to pare donn risk inthe sector but plenty
海外研报
2024年09月29日
Jefferies - Chris Wood - Alternative narratives and Trump rising_20241017
GREED & fear’s base case is that a Federal Reserve easing cycle has begun and that, in the
海外研报
2024年10月20日
