海外研报

StoneX Strategy U.S. Landing Gear Engaged, Labor Data in Focus

StoneX Strategy U.S. Landing Gear Engaged, Labor Data in FocusA spate of recent data indicate that while the U.s. labor market has slowed, the economy has avoidedspiraling into recession

GS--Communacopia + Technology Conference 2024 — Key Takeaways02

Bottom line: We have three key takeaways: (1) IBM sees solid underlying demandin infrastructure Software despite weaker discretionary spending (which is a

GS--What’s Powering Your Services Recap - 9/27/24

This week in Business & Information Services, we analyzed the latest online traffic

GS--Asia-Pacific Growth Monitor_ Manufacturing deceleration

This publication summarizes regional and country-specific growth data across

Jefferies - Power & Utilities - PowerPoints_ CA_MO_TX Regulatory, Data Centers,

CA (=) Watching cost of capital with utility ex-parte meeting today. AEE/EVRG(=) MO Staff in peer case is reasonable. Data center latest McKinsey forecast

GS--Valuations keep expanding, but margin upside

We adjust earnings estimates for our Pharma coverage to factor in monthly sales

GS--PR, DVN, EQT; Sells: APA, CRK

We believe that in the near term, the increased uncertainty around commodity price

GS--Taiwan IP, and CPI in Singapore and Malaysia

Scheduled key data releases for the coming week in Asia ex-Japan include Q3 GDP