海外研报
筛选
Consolidation without expenditure compromise
Faced with a trade-off between fiscal consolidation and expectations demand
海外研报
2024年07月25日
Obvious trend damage but breadth improves
• Background macro factors like disposable personal income growth
海外研报
2024年08月06日
AS IF NOTHING EVER HAPPENED?
MULTI ASSET Vol spikes like the one earlier this month are not uncommon. Historically, markets tend
海外研报
2024年08月18日
Investment Banking Monitor: Some improvement in M&A and DCM, but weaker ECM
Announced August investment banking activity levelsrose 9% YoY and were only 2% below average August
海外研报
2024年09月05日
GS--MSCI EM Closed flat w/w, while China Rally Extended Further
Performance: MSCI EM was flat w/w (vs. MXWO down
海外研报
2024年10月08日
GS--mplied commodity prices from equities
China’s government has announced a series of stimulus policies in the past two
海外研报
2024年10月14日
GS--Refreshing our Commodity Terms of Trade Indices (Fishman/Kanter)
through next year, as oil prices face two-sided US policy risks and likely OPEC
海外研报
2024年10月17日
GS--First Take: Revenue miss driven by Consulting, with better growth in Software & solid margins
Key stock takeaways: We expect the stock to pull back following results, given therevenue miss in
海外研报
2024年10月24日
