海外研报
筛选
How Weak Is the Consumer?
Over the past few months, our discussions with clients have centered on the slowdown in consumer spending and the leading indicators which suggest it may
海外研报
2024年08月05日
Behind the Movement to Turn Back the Clock onGender Roles
Husbands who head the household and go to work to provide for their family. Wives whoseprimary roles are homemaker and mother.
海外研报
2024年08月09日
4Q24 review: Beat & raise on Enterprise & Public Sector order strength, workforce restructuring
CSCO’s F4Q24 EPS beat on slightly better EBIT – driven by arevenue beat and in-line margins - and below-the-line items.
海外研报
2024年08月16日
End of Week Market Intelligence: ready...
US stocks are trading higher Friday and on pace for a ~1% gain for the week (for theS&P 500 as of Friday at 1:30 PM) as investors have been reacting to a slew of
海外研报
2024年08月24日
Global Macro Watch Known Unknowns Aug 25 – Sep 6
US: All eyes will be on US payrolls and the labor marketAfter Powell’s speech in Jackson Hole, markets will focus on US payrolls to gauge the
海外研报
2024年08月28日
Barclays_Global Economics Weekly Easing time has come
Easing time has comeWhile the US jobs report did not bring final clarity on the size
海外研报
2024年09月09日
BofA_Liquid Insight AUD and iron ore_20240910
Iron ore remains a large share of Australia's exports but prices have a tenuous historical relationship with AUD FX.
海外研报
2024年09月12日
GS--Lyft Inc. (LYFT): Communacopia + Technology Conference 2024 02
Bottom line: We highlight a few key takeaways from our conversation: 1) Seeopportunity to drive further adoption & frequency through product & operational
海外研报
2024年09月17日
GS-- Local Rates or the Fed Cycle? (Zhong/Koul)
MSCI Brazil has rallied 10% (vs EM ex-China 3%) since the mid-June lows as themarket was betting on imminent Fed rate cuts amid lingering growth worries in
海外研报
2024年09月22日
