海外研报

US Macro Strategy: July FOMC Preview Rate cuts priced-in, now what?

Evolving rate cut expectations: At the start of the year, there were a slew of cuts expected. However, a combination of higher Q1 inflation and hawkish Fedspeak pushed pricing to less than 2 cuts for all of

Cross-Asset Weekly

More details about China’s stimulus emergingChina’s decisive shift towards broader policy support was welcomed by financial markets

GS--Framing The Current & Future Landscape for Search (Judicial Matters & AI)

Ahead of its upcoming earnings report and recent heightenedinvestor debates on these issues, we take the opportunity to frame