海外研报

Cross-Asset Weekly

Investors are eagerly waiting for Jay Powell’s speech at Jackson Hole where he is expectedto give his nod to a first Fed rate cut in September. While he will probably confirm that the

Spanish Headline Inflation Surprises Slightly to the Downside

BOTTOM LINE: Spanish flash headline HICP inflation was 2.4%yoy in August, belowconsensus expectations, while core CPI inflation decreased one-tenth of a

The Importance of Asset Allocation

Asset Allocation is key▪ Diversification, described as "the only free lunch in investing", aims to reduce overall portfolio risk by allocating investments across asset

MS - How Much Would a 28% Corporate Tax Rate Lower EPS

We assess the EPS impact of a potential proposal to increase the corporate tax rate 7ppt from 21% to 28%, with a median

GS--What’s Powering Your Services Recap - 9/13/24

This week in Business & Information Services, we had a number of companiespresent at our 2024 Communacopia + Technology Conference in San Francisco,