海外研报
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CQ2 Public Cloud Update; Steady Growth in Q2, Capex Remains Top of Mind
CQ2 showed sequential growth improvements for AWS and GCPwhile Azure was steady (when adjusting for the leap year). A
海外研报
2024年08月05日
Equities: Bad cop, good copper
KEY MESSAGESWe initiate three trade ideas to position for upside incompanies involved in the production of transition metals
海外研报
2024年08月24日
UBS_WA (30)
In this note we preview the coming week's corporate events Below we highlight three key events for next week. Please see this excel for a full list of
海外研报
2024年09月16日
BofA_US Economic Weekly Softer growth and a more dovish Fed_20240920
Weekly viewpoint: A bumpier landingWe have tweaked our economic forecasts. In response to softer-than-expected labor
海外研报
2024年09月22日
Asia FX Talk - Softening activity in Europe
Fed speakers yesterday indicated that the Fed has more work to do in terms of ratecuts, but the size and pace is yet to be determined even as their combined
海外研报
2024年09月25日
GS--Global Rates Trader UST-Bund Decompression
The cross-market spread widening between the US and Europe reflects key themes
海外研报
2024年09月29日
UBS--Global forecasts001
CIO forecast tables reflect UBS CIO's view on growth, inflation, interest rates,
海外研报
2024年10月20日
MS_US Election Brief_20241022
Everything you need to know about the election, along with our recent research pertaining to the 2024 US elections and upcoming webcasts, events, and podcasts.
海外研报
2024年10月23日
