海外研报
筛选
Rate Cuts and Recession Risk After the July Employment Report
The July employment report was weak across the board, with soft gains in bothpayroll and household employment and another 0.2pp increase in the
海外研报
2024年08月05日
Google and Meta struck secret ads deal to target teenagers
Google and Meta made a secret deal to target advertisements for Instagram toteenagers on YouTube, skirting the search company's own rules for how minorsare treated online.
海外研报
2024年08月09日
Macro at a Glance: Latest views and forecasts
Globally, we expect real GDP growth of 2.7% yoy in 2024, reflecting tailwindsfrom real household income growth, a gradual recovery in manufacturing activity,
海外研报
2024年08月16日
Global Rates Trader Pivot in Place
A heightened focus on growth risks continues to dominate price action in G10 rates.Chair Powell’s speech at Jackson Hole extended the Fed’s transition from focusing
海外研报
2024年08月24日
FSA Fixed Income Daily Commentary
US Treasury: US Treasuries sold off slightly, reversing some of the rally last week. The yield on benchmark U.S. 10-year notes rose
海外研报
2024年08月28日
DB--Owning Better than Renting, a Logical Adjacency
Salesforce announced a deal to acquire the Own Company, a provider of data protection and data management solutions for $1.9bn in cash, net of Salesforce's
海外研报
2024年09月09日
GS--Global Markets Daily: Q&A on the Dollar After the First Cut
Q: Does it matter how much the Fed cuts versus other G10 central banks ineach cycle?
海外研报
2024年09月12日
GS--Reddit Inc. (RDDT): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: We hosted Co-founder & CEO Steve Huffman at the Communacopia +Technology Conference.
海外研报
2024年09月17日
