海外研报
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European Contextual Diary The Week Ahead
Anheuser-Busch InBev (Buy, PT €72) to report H1 2024 Results on 1 AugustWe forecast +2.9% Q2 organic revenue (-0.6% volume and +3.5% price/mix) vs Visible
海外研报
2024年07月30日
Japan: government expects BoJ to create steep curve, not rate hikes
The government has clearly indicated that it intends to “shift corporations from excess savings to excess investment, and completely
海外研报
2024年08月02日
Americas Morning Research Summary
This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
海外研报
2024年08月07日
Weekly IMM FX Positioning
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk and/or the author only. The publication may not be considered investment research or an
海外研报
2024年08月14日
"Wolf! Wolf! The wolf is chasing the sheep!"
Market pricing of end-2024 Fed Funds fell from 4.66% (67bp below the current level) before the July labour market data were released, to 3.85% just before the (stronger) ISM services data
海外研报
2024年08月29日
A Little Less Resilient
One of the outstanding features of Europe’s long stretch of sub-par growth has been the surprising resilience of the continent’s labor market. For six
海外研报
2024年09月02日
Walmart Marketplace continues to expand and differentiate; takeaways from its
WMT recently held its 2024 Marketplace Seller Summit, where the companyannounced category expansion, multichannel fulfillment, and new features that
海外研报
2024年09月06日
GS--Coinbase Global Inc. (COIN): Communacopia + Technology Conference — Key Takeaways
Presenters: Brian Armstrong, Co-Founder & CEO; Alesia Haas, CFOModerated by: Will Nance, Payments and Financial Technology, Goldman Sachs
海外研报
2024年09月14日
