海外研报
筛选
In the middle of the USD smile
The viewG10. USD weakness on soft landing, imminent Fed cuts, in the middle of the smile.
海外研报
2024年08月24日
GS--ACV Auctions Inc. (ACVA): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: We hosted ACV Auctions CEO, George Chamoun, and VP of IR &Strategic Finance, Tim Fox, at the Communacopia + Technology Conference.
海外研报
2024年09月17日
CUB--Currencies monthly view
• A weaker mix of growth, labor market data, and lower inflation inthe US supports our call for a more meaningful rate-cutting cycle in
海外研报
2024年09月22日
BofA_BofA Securities Equity Client Flow Trends Biggest equity inflows in nearly two years_20240923
Institutional-led buying during the Fed cut week • 3rd largest equity inflows in our data history: Last week, during which the Fed
海外研报
2024年09月25日
GS--3Q saw rotation into Quality, Largecaps; We forecast 14% CAGR profit growth to 2030
Weekly Wrapn Performance: NIFTY rose 2% w/w. Metals, Autos led
海外研报
2024年09月29日
UBS--Limited surprise and focus on long-term direction
More policies to attract talent: The Hong Kong
海外研报
2024年10月20日
Tarrific Analysis--Market Comments
When the Fed cut rates by ‘only-in-an-emergency’ 50bps on September 18 as it Orwell-style said
海外研报
2024年10月23日
