海外研报
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Can Tesla execute on its "Autonomy" story?
LLeeaaddiinngg EEVV mmaannuuffaaccttuurreerr bbaacckkeedd bbyy eeccoonnoommiicc MMOOAATTss.. Tesla is a leading global EV manufacturer, backed by its firm market leadership
海外研报
2024年07月27日
Summer revision courses: ECB rates
Like every summer, we are publishing a series of short papers on the ECB’s tools to help you revise during the summer so you can be
海外研报
2024年07月31日
USD: a ‘flatter’ smile is still a smile
Asia overnightInvestor sentiment continues to improve as equity markets recover from their recent drubbing. BoJ Deputy Governor, Shinichi Uchida, helped reassure markets
海外研报
2024年08月08日
On Our Minds-Consumers help lift 2024 growth estimate, but 2025 outlook has weakened
Recent industrial production and retail sales data point to strong consumptionfueled growth in 2Q24, with a carryover effect leading us to upgrade our 3Q24
海外研报
2024年08月12日
Trading Catalysts Eyes on Jackson Hole, minds on NVDA
Economics: Slow and steadyThe message from last week’s data was clear: inflation is soft enough for the Fed to
海外研报
2024年08月20日
GS--New Zealand: Business Activity: Nominal sales edge up +0.1%qoq in 2Q2024
Bottom line: Nominal business sales in New Zealand edged up +0.1%qoq in2Q2024. The details of the data were soft, with outright declines in sales across the
海外研报
2024年09月16日
USB--At a Glance
The idea of a soft landing is being supported by most “hard” economic data (sentiment figures
海外研报
2024年09月29日
GS--European Week Ahead: October 7 - October 13
The key data releases this week include industrial production across the Euro Area,
海外研报
2024年10月07日
jefferies--Datacenter Demand Continuing to Surge: The State of Play with McKinsey & More
McKinsey increases LT data center forecast +50% vs September 2023.Sustainability is a lower priority for hyperscalers as 'speed to market' rises in
海外研报
2024年10月11日
