海外研报

A Question of Pace

With the cutting cycle set to start in September as expected, the pace of further cuts is now the debate. Markets are pricing more

Barkin Says Fed Has 'Time' to Assess EconomyDetermine Response

Federal Reserve Bank of Richmond President Tom Barkin said the centralbank has time to assess whether the US economy is normalizing orwhether it's softening in a way that would

Cisco Systems Inc. (CSCO): F4Q24 First Take: EPS beat with stronger-than-expected orders growth

CSCO’s F4Q24 EPS of $0.87 beat GS/consensus (Visible Alpha) of $0.85/$0.85on a slight EBIT beat and better taxes. Revenue of $13.6 bn beat GS/consensus of