海外研报
筛选
Commodity Special
As we discussed in our recently published Commodity Outlook, according to the polls, the probability of a Harris victory currently stands at 52%. A tempting and simplistic assessment
海外研报
2024年09月13日
Global Economic Outlook Cycle? What cycle?
The great disconnect – Markets vs economistsOkay, let’s talk labour markets
海外研报
2024年09月13日
GS--TSMC (2330.TW): Communacopia + Technology Conference 2024 – Key Takeaways
Presenters: We are hosting Wendell Huang (CFO) and Jeff Su (Head of InvestorRelations) from TSMC (2330.TW) during the annual GS Communacopia + Technology
海外研报
2024年09月13日
Where are the opportunities in private credit? UBS House View Briefcase
Recent developments in private credit suggest investors need topay closer attention to borrower stress, choose the right managers,
海外研报
2024年09月13日
FX Fair Value Update
The USD saw its long-term fair value increase across the board in Q224according to our G10 VALFeX fair value model. The bounce came on the
海外研报
2024年09月13日
GS--Xometry Inc. (XMTR): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: We hosted Co-Founder & CEO Randy Altschuler and CFO James Miln atthe Communacopia + Technology Conference.
海外研报
2024年09月13日
GS--Alphabet Inc. (GOOGL): Communacopia + Technology Conference 2024 — Key Takeaways
Bottom line: We highlight a few key takeaways from our conversation: 1) Publiccloud market remains in the early stages of growth & penetration driven by newer
海外研报
2024年09月14日
GS--Altice USA Inc. (ATUS): Communacopia + Technology Conference 2024 — Key Takeaways
Bottom line: We have three key takeaways: (1) Altice remains optimistic that itsstrategic and operational changes will lead to improvement and stabilization in core
海外研报
2024年09月14日
GS--Aptiv Plc (APTV): 2024 Communacopia + Technology Conference — Key Takeaways
Presenters: Kevin Clark, Aptiv’s Chairman & CEO as well as Joe Massaro, thecompany’s Vice Chairman & CFO presented at the conference.
海外研报
2024年09月14日
GS--ASML Holding (ASML.AS): Communacopia + Technology Conference — Key Takeaways
Presenters: We hosted Skip Miller, Head of Investor Relations, and Jim Kavanagh,US Investor Relations, at ASML, at the Communacopia + Technology Conference in
海外研报
2024年09月14日
