海外研报
筛选
China Economic Activity and Policy Tracker: August 23
In this note, we update four sets of high frequency indicators that we track: 1)consumption and mobility; 2) production and investment; 3) other macro activity; and
海外研报
2024年08月24日
CITI--Strategy for Uncertainty? Raise Quality Key Tak
The month of September is historically the only month that has a negative average returnfor the S&P 500 (-1.2% since 1930). The month of October averages a drop when counting
海外研报
2024年09月12日
GS--Autodesk Inc. (ADSK): Communacopia + Technology Conference 2024 — Key Takeaways
Presenter(s): We hosted Autodesk’s EVP & CTO, Raji Arasu, and VP of InvestorRelations, Simon Mays-Smith as part of our Communacopia + Technology
海外研报
2024年09月17日
GS--MSCI EM rose 2% wow amid Fed easing rates
Performance: MSCI EM index was 2.4% higher w/w(while DM gained 1.6% wow) on the back of rate cuts in
海外研报
2024年09月22日
China optimism exaggerated
Topic of the week: Upward revision to our gold price forecastImportant news of the last few days: Escalation in the Middle East conflict pushes up
海外研报
2024年09月25日
JPM_Interntational Market Intell Morning Briefing_20240927
OVERNIGHT BRIEFEU/US trade: European Equities rose ($XxP 1.2%, $X5E 2 2%) with new ATHs for DAX
海外研报
2024年09月29日
JPM_Credit Calls Friday, October 18, 2024
FeatureMedicaid challenges and Implieations for Credit: Supports ELy UW;Donngrading cNe to Neutral
海外研报
2024年10月20日
GS--First Take: In-line quarter with guidance reiterated; focus turns to broadband strategy
The bottom line: We expect a muted stock reaction following an in-line quarter, with
海外研报
2024年10月23日
