海外研报
筛选
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
PBOC shifting to short-term rates
Markets seemed calmer and took the French Election results in their stride, even asit’s unclear which coalition in France if any can be mustered to form a government.
海外研报
2024年07月10日
Germany CAI Continues to Underperform Rest of Europe in June
Please find an update of our proprietary global economic indicators below. The databehind these exhibits can be downloaded here. Interactive charts can be found onour living page here.
海外研报
2024年07月12日
Firm Industrial Production in May Driven by Construction and Utilities
Bottom Line: Industrial production expanded 0.7% mom sa in May, aboveconsensus for a milder expansion. The IP increase in May was driven by solid
海外研报
2024年07月15日
MACRO TRENDS CHARTBOOOK
With nominal growth in the major global economies not only slowing down to below 20y average (4.9% yoyin Q1-24 or -0.3z) but also with a more compressed distribution than in the pre-Covid period, monetary
海外研报
2024年07月15日
