海外研报
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U.S. Desk Strategy Macro2Markets Outlook
As the dust settles post one of the most active macro weeks of the summer, the broader market is at the mercy of lower summer liquidity amid ongoing
海外研报
2024年08月06日
TOP 5 CLIENT QUESTIONS
Is the US in recession or will it be in the next 12 months? Recession probably hasn’t started yet. The economy is entering a soft patch but the Fed will now begin cutting every
海外研报
2024年09月05日
GS--Large foreign selling led by Taiwan; HF China exposure back to median
Foreign (FII) flows / positioning
海外研报
2024年10月08日
GS--Boeing Co. (BA): Updating for 3Q24 preliminary results
Boeing expects to report 3Q revenue of $17.8bn, a GAAP loss per share of ($9.97),
海外研报
2024年10月14日
GS--GC Tech: iPad mini new launch; read across to supply chain and stock ideas
In this report, we highlight the key specification changes of Apple’s iPad mini new
海外研报
2024年10月17日
Weekly HF Highlights:
Hedge funds were net sellers of Global equities as selling from Equity L/S funds outweighed buying from Multi-Strat / Macro
海外研报
2024年10月24日
