海外研报
筛选
Boeing Co. (BA): 2Q24 First Take: year-end production targets reiterated, Kelly Ortberg named CEO
Bottom line: BA 2Q24 results are choppy, as the company worked throughproduction slow downs in commercial and recorded additional charges on challenged
海外研报
2024年08月01日
Taiwan: Pullback in July Exports As Expected
Bottom line:Taiwan’s exports fell 1.7% in July, pulling back after an outsized 8.6% gain the priormonth. The outcome was slightly below consensus expectations and our forecast.
海外研报
2024年08月09日
The Euro’s powering a balance of payments boom
My colleague Fabien Bossy sent me the chart (below) of the Eurozone current account this morning. Europe’s current account surplus reached EUR 51bn in June, EUR 370bn (2.5% GDP) in
海外研报
2024年08月21日
USD: a Powell outage
Investors continue to recalibrate the amount of rate cuts they expect from the Fed this year. Slower growth in US initial jobless claims and mixed US PMI data as well
海外研报
2024年08月24日
Sustainable equity inflows, driven by W. Europe
Sustainable equity flows remained marginally positive in July ($0.8 bn),marking a three-month trend and reversal of early-2024 outflows. Sustainable
海外研报
2024年08月31日
UK Weekly Kickstart_ Buy British
UK domestic stocks have rebounded strongly this week: theFTSE 250 has been the second best performing European
海外研报
2024年09月09日
GS--Asia-Pacific Portfolio Strategy China changes the game
We raise China to overweight and increase our MXAPJ index target on higher
海外研报
2024年10月08日
GS-- Added Volatility or Fundamental Opportunity?
Investors aiming to generate attractive volatility-adjusted returns, are faced
海外研报
2024年10月11日
