海外研报
筛选
GD--THE (FAKE) CYCLE HAS ENDED – CRUNCH TIME!
Investors have made a habit of misreading the post-COVID (fake) business cycle. While the threat of a genuine downturn has increased, the bears could again be underestimating the
海外研报
2024年09月20日
GS--Acknowledge Strong YTD Performance, but Continue to See Opportunities - Highlighting KMI
Following strong performance for the North American Midstream Energysector so far this year, we discuss key drivers for the group going into 2H24+ -
海外研报
2024年09月20日
BofA_US Watch September FOMC meeting- A hawkish 50_20240918
A hawkish 50The Fed attempted to sell its 50bp rate cut today as a “recalibration” of policy rates,
海外研报
2024年09月20日
Utilities_ REStart_ An alternative returns framework to enhance renewables valuations
Following a period of elevated investor scepticism over the ability of managements to profitably allocate capital to, andextract value from, renewable investments, in this report we reconsider the ways in which renewable energy developers
海外研报
2024年09月20日
GS--GOAL: Asset Allocation From rates to growth - Neutral 3m and looking to re-risk
Growth, inflation and policy can disconnect along the business cycleAverage expanding z-score of macro and market variables across growth, inflation, and policy
海外研报
2024年09月21日
GD--BOJ PAUSES FOR THOUGHT BEFORE THE NEXT HIKE
Same playbook, no surprises. The overnight call rate was maintained at 0.25% today and the BoJ still sees the
海外研报
2024年09月21日
GS--AEJ Week Ahead: Korea 20-day exports, Taiwan IP,
Scheduled key data releases for the coming week in Asia ex-Japan includeSeptember 20-day exports in Korea, August industrial production in Taiwan, and
海外研报
2024年09月21日
GS--Americas Benchmarking Software_ CAC meaningfully increases in consecutive quarters
2Q24 customer acquisition cost (CAC) meaningfully increased QoQ in oursoftware sample set for the second consecutive quarter. This increase in CAC is
海外研报
2024年09月21日
GS--What’s Powering Your Services Recap - 9/20/24
This week in Business & Information Services, we published our 3Q RentalSentiment Survey and found relatively stable growth expectations over the next six
海外研报
2024年09月21日
GS--Dallas Data Center Trip: Remain Bullish on Power Demand and Capex Inflection
We emerge from our Dallas Data Center/Power Demand field trip meetings onSeptember 18 bullish on the power demand inflection, particularly in Texas, and the
海外研报
2024年09月21日
