海外研报
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Libya’s crisis could cause oil prices to overshoot, quality differentials to widen
Geopolitics became the focus again over the weekend amid attacks in southern Lebanon between Israel and Hezbollah, in addition to Libya’s
海外研报
2024年08月28日
BofA The Flow Show - Fifty Trades of Decay
4.4%, cash 3.7%, govt bonds 1.4%, commodities -0.1%, US dollar -0.3%, oil -3.4% YTD.The Biggest Picture: the “rich” e.g. Ferrari at all-time high vs the “poor” e.g. Dollar
海外研报
2024年09月09日
GS--China+ Conference 2024: AI panel: From Infrastructure to Application;
We hosted China Tech and AI: From Infrastructure to Application Panel on Sep11th at our China+ Conference 2024. Speakers include Chairman of Kunlun Tech
海外研报
2024年09月12日
GS--PAR Technology Corp. (PAR): Communacopia + Technology Conference — Key Takeaways
Moderated by: Will Nance, Payments and Financial Technology, Goldman SachsBottom Line: Overall, mgmt remains confident in the direction of the QSR industry,
海外研报
2024年09月17日
GS--GS TWIG Notes: This Week in Global Research - September 20, 2024
Fed functionality: cut rates, buy stocks… as long as growth is goodn David Mericle and team now see a faster path for the Fed to cut rates down to
海外研报
2024年09月22日
September_RBA_Board_meeting_and_SMP
The RBA Board left the cash rate unchanged (as was widely expected) and retained a hawkish tone to the post-meeting statement, with data since the
海外研报
2024年09月25日
What is behind deglobalization?
Global trade in goods has been growing more slowly than the global economy for
海外研报
2024年09月29日
