海外研报
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Slightly Lowering Our 2024Q2 GDP Final Tracking Estimate to +2.1% QoQ Annualized
We revise down our Q2 (April-June) 2024 real GDP final tracking estimate slightlyto +2.1% qoq annualized, from our previous forecast of +2.4%. Downward
海外研报
2024年08月09日
Energy Sigma Another reset
Oil prices have recovered somewhat from the early-Augustselloff that coincided with another reset in speculative
海外研报
2024年08月21日
Impression from Gov. Ueda's Remarks at the House of Representatives: Quick Comment
Ueda's remarks at the House of Representatives in the morning: Gov. Ueda said that "financial and capital markets at home and abroad have still been unstable, so
海外研报
2024年08月24日
Precious Metals Trading Desk View
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed
海外研报
2024年08月28日
Follow The Flow Non stop inflows despite summer lull
Demand for IG over gov’t debt persistsThe need for yield remains a key driver in fixed income space. For another week flows
海外研报
2024年08月31日
GS--AI – Strategist Deep Dive
With technology being the driving force of equity returns since the end of the GFC,investors have more recently questioned concentration risk and whether AI is a
海外研报
2024年09月09日
GS--Slowing growth with downside risks That is our outlook for the world's
At EASD today, Novo presented data for its oral amycretin drug (GLP-1/amylinco-agonist in a single molecule). The data for weight loss was already previously
海外研报
2024年09月12日
GS--Workday Inc. (WDAY): Communacopia + Technology Conference 2024 — Key Takeaways
Presenter(s): We hosted Workday’s CEO Carl Eschenbach as part of ourCommunacopia + Technology conference.
海外研报
2024年09月17日
