海外研报
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Research Unplugged: US Conviction List - Directors’ Cut: August Spotlight
In this podcast, we listen in as Kate McShane, Bonnie Herzog, George Tong, andNoah Poponak join Chris Hussey and Sarah Herr to discuss four of the ideas – Dollar
海外研报
2024年08月02日
SPX tests island top count at 5135 amid signs of tactical capitulation
SPX gapped down to test island top pattern count at 5135The S&P 500 (SPX) broke down from a 6/12 to 8/1 island top with downside pattern
海外研报
2024年08月07日
Tomorrow, back to only thinking "Rate cuts!"
Today, markets are only interested in one economy, one field, and earnings from one company,which may or may not be in a bubble. It makes a change from a focus on “Rate cuts!” I guess. But
海外研报
2024年08月29日
It’s About Labor Markets Now
The Fed is shifting focus toward the labor market. Because we expect slowing but no slump, we think the Fed resets policy
海外研报
2024年09月02日
The Harris Bounce 011
With Kamala Harris on top of the Democratic ticket, the odds for the Democrats have dramatically improved. After weeks of media hype and her nomination at the Democratic
海外研报
2024年09月06日
GS--GS TMT - day 2 am conference recaps
Generally positive tone from the group of telco/cable/med companies we heard from this morning, with
海外研报
2024年09月14日
Commercial Real Estate Chartbook--Commercial Real Estate Chartbook
The commercial real estate (CRE) space has increasingly been the
海外研报
2024年10月25日
