海外研报
筛选
SocGen - Albert Edwards - We’ll keep trying to look beneath
The US economy has remained surprisingly resilient, confounding economists’ predictions that it would slide into recession last year. We have also seen strong upgrades to
海外研报
2024年10月11日
GS--Zoom Video Communications Inc
We reiterate our Neutral rating and $72 Price Target on Zoom Videoafter attending Zoomtopia 2024 and the Investor Session on 10/9.
海外研报
2024年10月11日
BofA What Seasonality
S&P 500 defies gravity in the seasonally weakest monthThe S&P 500 gained 2.1% on a total return basis, the best September since 2013 and
海外研报
2024年10月11日
Positioning portfolios for a likely pickup involatility
Thought of the dayUS equities started the week at fresh record highs, with the S&P 500 and theNasdag rising amid increased market confidence of a Federal Reserve rate cutin the coming mont
海外研报
2024年07月11日
GS Equity Radar
European markets traded some relief post the second round of French elections (seeAlex Stott’s post-election Q&A), with V2X c.8% lower vs. last Friday (at time ofwriting). In the US
海外研报
2024年07月15日
Asia Fund Manager Survey
Occasional gains in a general trend of lossesChina weighed down the region, as sentiment soured yet again going into the Third
海外研报
2024年07月17日
Embracing Demographic Transition
Citi is one of the world’s largest financial institutions, operating in all major established and emerging markets. Across these world markets, our employees conduct an ongoing multi-disciplinary
海外研报
2024年07月18日
US Weekly Kickstart
Small-caps just posted the most powerful weekly return vs. large-caps on record. Against a backdrop of extreme equity market concentration, four
海外研报
2024年07月22日
Asia-Pacific Inflation Monitor: Further easing in inflation in June
n This publication summarizes regional and economy-specific inflation data acrossthe Asia-Pacific economies we cover. The latest data points are for June 2024 inmost cases.
海外研报
2024年07月26日
