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The Global Point Friday, 23 August 2024
Following softer-than-anticipated launch of Naraka Bladepoint Mobile and concerns on adjustment impact from FWJ PC, it is not a surprise NTES’ 2Q24 print
海外研报
2024年08月24日
POWELL CONFIRMS THE EASING CYCLE HAS BEGUN
The economy is not now in recession, but when recession is not an option and inflation is low enough with the funds rate 250BP > inflation, employment must become the policy focus. The F
海外研报
2024年08月28日
GS--Americas Banks: Regional: FITB and MTB provide mid-quarter guidance update
FITB: Mid-quarter update points to higher PPNR driven by better feesFITB provides mid-quarter update: After the close on Tuesday (9/10/24), FITB
海外研报
2024年09月12日
GS--Charter Communications Inc. (CHTR): Communacopia + Technology Conference 2024 — Key Takeaways
Bottom line: We have three key takeaways: (1) The company sees ACP losses goingbetter than expected thus far; (2) Charter believes its competitive value proposition
海外研报
2024年09月17日
FX Daily Snapshot Europe Weekly Focus
The UK data flow has been broadly favourable for the BoE since the first cut in August but policymakers are divided around underlying inflation
海外研报
2024年09月22日
Citi_Commodities Flows Dovish FED and the 4Q 2024 Commodities Market Outlook_20240923
Citi published its flagship Global Commodities Quarterly on Sunday 15thSeptember, in advance of a dovish September FOMC. The Fed delivered a 50
海外研报
2024年09月25日
Precious Metals Trading Desk View
herein are those of the desk and/or the author only. The publication cannot be considered as
海外研报
2024年09月29日
weekly-investment-commentary-en-us-20241021-us-earnings-strength-stands-out
We think U.S. corporate earnings strength will keep broadening beyond tech in
海外研报
2024年10月23日
