海外研报
筛选
The Fed Dot Plod
Suddenly everyone is raising the number of Fed cuts this year and early next year. Without a doubt Friday’s job report was Weak with Few Redeeming Qualities. While we argued that the Fed SHOULD
海外研报
2024年08月05日
Coca-Cola raises €lbn to help pay potential tax charges
Coca-Cola is selling ibn of new debt that it may use to help pay potential chargesarising from a decade-long dispute with US tax authorities, in which the companycould owe $16bn.
海外研报
2024年08月09日
BOJ watch: How will Kishida's successor get along with the central bank?
Prime Minister Fumio Kishida indicated in a 14 August press conference that he intendsto step aside at the end of his current term rather than seek re-election by his party
海外研报
2024年08月16日
Permanent Portfolios, Policies And Asset Returns
“You were given the choice between war and dishonor. You chose dishonor, and you will have war.”
海外研报
2024年08月24日
The Point for Asia Pacific Tuesday, 27 August 2024
We maintain our view for investors to trim into strength, especially given forthcoming US rate cuts and potential asset quality headwinds. Building and
海外研报
2024年08月28日
DB--Checks indicate AI monetization
Adobe heads into F3Q earnings on Thursday, September 12th with sentiment more positive on the name relative to last quarter. Accordingly, expectations are also
海外研报
2024年09月09日
Citi_The Global Point Wednesday, 11 September 2024
China Sportswear - Nike’s channel inventory “reset” in 4Q; D/g Topsports & Li Ning to Neutral; Maintain Neutral on Anta
海外研报
2024年09月12日
GS--Peloton Interactive Inc. (PTON): Communacopia + Technology Conference — Key Takeaways
Presenter: We hosted CFO Liz Coddington at the Communacopia + TechnologyConference.
海外研报
2024年09月17日
