海外研报
筛选
Less sizzle, enough AI substance, reiterate Buy
AI delivers, legacy improves, offset by higher cost profileAMD delivered a good quarter with modestly better outlook, addressing recent concerns
海外研报
2024年08月01日
The TCMB Kept Its Inflation Projections Unchanged in Its Quarterly Inflation Report
Bottom line: TCMB published its third Inflation Report of the year. The Bank kept itsyear-end inflation projections (which currently are also its interim targets) unchanged
海外研报
2024年08月09日
Week 16 August – 23 August
• European summer finished early this year with cross-border issuance already hitting the market. Apart from
海外研报
2024年08月24日
Hidden messages of Jackson Hole 2024
At this year’s Jackson Hole Symposium, the Fed officially announced that time had come to ease financial conditions. That said, the
海外研报
2024年08月31日
US Weekly Kickstart_ A capped Russell 1000 Growth benchmark would flip NVDA,
High market concentration has caused some equity style and sector indices to exceed regulatory thresholds for diversification. These thresholds
海外研报
2024年09月09日
GS--China’s markets continued to rally (MXCN +11%, MXHK +7%
MXAPJ gained 1%, driven by continued rallies in China
海外研报
2024年10月08日
GS--US Week Ahead: October 7 - October 13
The key economic data release this week is the CPI report on Thursday. There are
海外研报
2024年10月11日
