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The US consumer today vs. tomorrow through the lens of micro company and macroeconomic datapoints
The July jobs report showed a larger-than-expected deterioration in the US labor market. Investor concerns over the health of the US consumer have
海外研报
2024年08月05日
Ratings and Target Price Changes - August 8
Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,
海外研报
2024年08月09日
Yen vs the World: Don’t get carried away
Nearly all Governor Ueda’s monetary policy press conferences has been on the dovish side. However, this
海外研报
2024年08月16日
GS TWIG Notes: This Week in Global Research - August 23, 2024
Jan Hatzius lowers the probability that the US will enter a recession in the next12 months to 20% from 25% in last weekend’s note, “Renewed Progress on
海外研报
2024年08月24日
FX Daily Commentary
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the
海外研报
2024年08月28日
GS--EM Equity Strategy: Mutual Fund Positioning
With recent market volatility, positioning is at the forefront of investors’ minds. Inthis report, we focus on fund flow trends and investor positioning in EM and Asia,
海外研报
2024年09月09日
GS--GS China+ Conference 2024 – Key Takeaways: Cyclical inflection in producers’ eyes,
We hosted a panel on producers’ feedback on China capacity (link). The feedbackreaffirmed our assessment of 1) industry supply response in the electric vehicle,
海外研报
2024年09月12日
GS--Remitly Global Inc. (RELY): Communacopia + Technology Conference — Key Takeaways
Presenters: Matt Oppenheimer, Co-Founder & CEOModerated by: Will Nance, Payments and Financial Technology, Goldman Sachs
海外研报
2024年09月17日
