海外研报
筛选
US MARKET INTELLIGENCE:MACRO WEEK AHEAD
SEP 16- Empire Mig at 8-30am ET.SEP 17 - Retail Sales and NY Fed Services Business Activity at 8:30am ET.
海外研报
2024年09月16日
UBS_WA (30)
In this note we preview the coming week's corporate events Below we highlight three key events for next week. Please see this excel for a full list of
海外研报
2024年09月16日
GS--GS TWIG Notes: This Week in Global Research - September 20, 2024
Fed functionality: cut rates, buy stocks… as long as growth is goodn David Mericle and team now see a faster path for the Fed to cut rates down to
海外研报
2024年09月22日
GS--EM Equity Strategy: Mutual Fund Positioning
With recent market volatility, positioning is at the forefront of investors’ minds. Inthis report, we focus on fund flow trends and investor positioning in EM and Asia,
海外研报
2024年09月09日
BofA--Automotive Industry Weekly automotive pit stop_20240913
Recent US industry reports and data points – Pages 2-8 • Total recall 2Q:24 – Core strength drives OEMs; Supplier outlooks disappointing•
海外研报
2024年09月15日
SocGen - Multi Asset Portfolio - Cracks in US exceptionalism
Societe Generale (“SG”) does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that SG may
海外研报
2024年09月16日
GS--Affirm Holdings (AFRM): Communacopia + Technology Conference — Key Takeaways
Moderated by: Will Nance, Payments and Financial Technology, Goldman SachsBottom Line: Overall, mgmt remained confident in the runway ahead of them, with
海外研报
2024年09月17日
GD--CONFIDENCE CRISIS CONTINUES
The ghost of poor fiscal-policy decisions taken by previous Workers’ Party (PT) governments
海外研报
2024年09月28日
GS--UK Today_ Big Oils _ Encore_ Buy Flutter _ GOAL Positioning _ G10 Inflation
Big Oils – screening for resilience and idiosyncratic growth – With 3Q coming to a
海外研报
2024年09月28日
USA_ Core Import Prices Decrease Below Expectations
BOTTOM LINE: Import prices and import prices ex-petroleum decreased in August,below consensus expectations. Following this morning’s import price data, we
海外研报
2024年09月16日
