海外研报
筛选
Our forecast for BoJ's next hike frontloaded to January
We frontload our call for the next hike to Jan (from Apr) with arisk of an earlier move in Dec. Labor cost pass-through to
海外研报
2024年08月15日
GS--Asia Credit Trader Still Lacking In Firm Direction After Payrolls
Risk appetite was fairly muted last week across the Asiacredit market, as investors awaited the US August nonfarm
海外研报
2024年09月09日
GD--GDP: SHIFTING GROWTH DRIVERS RAISE THE NEED FOR LOWER INTEREST RATES
fter all the economic volatility of the past several years, the annualized pace of real GDP growth since 2019 ends up the same as in the prior cycle (2007-19) – but with a very different
海外研报
2024年09月11日
GS-- Communacopia + Technology Conference 2024 — Key Takeaways
Company remains well positioned following GTM verticalization:Management discussed their initial success around the relatively recent GTM
海外研报
2024年09月11日
GS--A structural growth business
We downgrade MS to Neutral from Buy, with a $105 price target, with 7%upside (vs. 12% for our coverage), and 11% total return, inclusive of a 4%
海外研报
2024年09月11日
GS-- 2024 spending intentions dip marginally, but Gen-AI sees budget allocation strengthen
Our survey of CIO spending intentions for 2H2024 shows a marginal dip fromthe January 2024 survey that had inflected positively from March 2023’s low
海外研报
2024年09月11日
GS--Trade growth peak; East Coast strike risk; Airline fares
Trade growth slowing, converging down to GDP growthWe flagged in our Jul-24 edition trade growth peaking in the
海外研报
2024年09月11日
GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index was flat today. Malaysia and Singapore markets outperformed,while Korea and Hong Kong markets underperformed. Within MXAPJ sectors, Cons
海外研报
2024年09月11日
DR--Labor market: Not enough chill to heat up cuts in September
Weather workers” series normalized after the spike in
海外研报
2024年09月11日
GD--TRUMP-HARRIS DEBATE HAS A 'WINNER' - WHAT NEXT?
Betting markets have, by and large, declared Vice President Kamala Harris the victor of the first combativeTrump-Harris presidential debate (Polymarket, +6pp / PredictIt +8¢ to Harris) – but how much will this matter?
海外研报
2024年09月12日
