海外研报

GS--ZipRecruiter Inc. (ZIP): Communacopia + Technology Conference — Key Takeaways

Presenters: We hosted Ian Siegel, CEO, and Tim Yarbrough, CFO, of ZipRecruiterat the Communacopia + Technology Conference.

GD--PATH FOR BOE EASING CYCLE IS CLEARING

No surprises from the latest UK CPI report, which showed annual headline inflation at 2.2% and non-core CPI indeflation (-2.5%) for the fifth consecutive month in August. Services inflation picked up (5.6% vs 5.2% YoY in July)

And what do we expect?

y boss Uli already wrote enough yesterday about why a 50 basis point interest rate cut,if it were to come from the Fed tonight, would be negative for the dollar: that the Fed's

BofA - Savita Subramanian - Quantitative Profiles Factors for the first Fed cut_20240916

Cut beneficiaries include Quality, Momentum, Cash returnOur economists expect the Fed to commence rate cuts at the Fed meeting this

BofA Monthly HF Update August 2024

Equity L/S leads: YTD, Equity L/S leads at 10.7%, followed by Relative Value at 8.8%, then Multi-Strategy at 7.6%.1Most HF strategies generated

BofA_LatAm Oil & Gas

Revising E&P estimates following cut to oil price forecastFollowing BofA’s Global team cut to oil prices, we are updating our oil producer models

DB_September FOMC preview- How deep is your dove_20240918

We expect the Fed to cut rates by 25bps at the September FOMC meeting. There are strong arguments for and against this action. While there is a

Deutsche Bank - Central Bank Digital Currencies & Cash_A long, quiet river

***Following the release of our new Future of Money chartbook, Part 1 on cryptocurrencies and stablecoins, last week, today we publish Part 2 on

Deutsche Bank Research - Amazon - Sep 17

Late last week, multiple news sources reported that President Biden intends to take executive action while waiting for Congress to pass a bill related to the de minimis

DB--Dividend Hike and Buyback Plan Underscore Shareholder Commitment

increase in its quarterly dividend to $0.83/sh (from $0.75/sh) on Monday after the close, along with a new $60bn share repurchase authorization with no set