海外研报
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Not everyone gets a medal
Amid an equity sell-off, US economic data may show soft spotsbut remain solid overall. Meanwhile, signals out of Europe and
海外研报
2024年07月29日
Despite Some Near Term Noise, the Long Term Signal for Azure & AI Is Clear
As a reminder, our FQ4 (Jun) Microsoft partner survey work (link here) softened across most metrics, which we interpreted to mean that this quarter would have less
海外研报
2024年08月01日
BofA_US Watch An A+ jobs report_20241004
Strength across the board, only 25bp warranted in November
海外研报
2024年10月08日
Barclays_European Equity Strategy - What to buy in the UK_20241016
UK investment not straightforward. UK stock valuations still look depressed, and having been
海外研报
2024年10月17日
