海外研报
筛选
BofA_T-Mobile US_20240920
Guiding to sector leading growth; PO to $220T-Mobile’s (TMUS) capital markets day (CMD) focused on its growth plans through
海外研报
2024年09月21日
BofA_US Economic Weekly Softer growth and a more dovish Fed_20240920
Weekly viewpoint: A bumpier landingWe have tweaked our economic forecasts. In response to softer-than-expected labor
海外研报
2024年09月22日
Central_Bank_Weekly__20th_September_2024
RBA ANNOUNCEMENT (TUE): The RBA is likely to keep the Cash Rate Target unchanged at 4.35% at its meeting next week with all 45 economists surveyed by Reuters unanimously
海外研报
2024年09月22日
CUB--Currencies monthly view
• A weaker mix of growth, labor market data, and lower inflation inthe US supports our call for a more meaningful rate-cutting cycle in
海外研报
2024年09月22日
DailyTechIndex_20240919_en
This publication was prepared by Bank J Safra Sarasin Trading department. The views or ideas expressed herein are those of th e desk and/or the author
海外研报
2024年09月22日
GS--Key Takeaways from NDR with Management (CEO, CFO, & IR)
We recently hosted investor meetings with Electronic Arts (EA,Neutral-rated) in Boston with CEO Andrew Wilson, CFO Stuart
海外研报
2024年09月22日
GS--MSCI EM rose 2% wow amid Fed easing rates
Performance: MSCI EM index was 2.4% higher w/w(while DM gained 1.6% wow) on the back of rate cuts in
海外研报
2024年09月22日
GS--End of Week Market Intelligence: rate relief...
US stocks are trading lower Friday but still on pace for a 1%+ gain for the week (forthe S&P 500 as of Friday at 12:30PM) as investors have been leaning into risk assets
海外研报
2024年09月22日
FX Daily Snapshot Europe Weekly Focus
The UK data flow has been broadly favourable for the BoE since the first cut in August but policymakers are divided around underlying inflation
海外研报
2024年09月22日
GS--A top-down look at Renewable energy
We recently updated our sector recommendations to alignour views with the current economic trends and monetary
海外研报
2024年09月22日
