海外研报
筛选
EM easing cycle to widen out
Macro focus: Diminishing US growth exceptionalism and the Fed’s articulation that the start of the easing cycle is imminent should relax the constraints on EM
海外研报
2024年08月30日
Global equities, up 2.4% in August, are making new highs
Global equities gained 0.3% last week, with Japanoutperforming (Exhibit 1). Equity markets are making newhighs (Exhibit 2) while our bear market indicator is back at
海外研报
2024年09月03日
JPM_US Industrials Commentary_20240910
BA: Latest on Pot'l for Strike (Unlon Pres Comments) + BA Further Delaying Supplkers 737 MAX Output by another 6months - we will get ollicial monthly deliveries for August at 1la ET
海外研报
2024年09月11日
GS--Disappointing guidance overshadows core business strength - F3Q24 Results
We reiterate our Buy rating and our $640 price target followingAdobe’s F3Q24 earnings. Despite outperforming Consensus on DM
海外研报
2024年09月15日
