海外研报
筛选
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
BJ--S&P 500 Futures Intraday Roll Cost Monitor
Intraday on Sep 10, the S&P 500 e-mini futures roll traded 70bps (VWAP) to Fed Funds using bottom-up divsThe volume weighted roll cost for the quarter is 73bps rich
海外研报
2024年09月12日
GS--Americas Telecom Services: Communacopia + Technology Conference 2024
Presenters: Andrew Lipman, Partner, Morgan LewisBottom line: We have three key takeaways: (1) Mr. Lipman believe the FCC will
海外研报
2024年09月14日
GS--Positioning for a cutting cycle in EM equities? Focus on ‘late-cutters’,
Fed cuts to start, EM cutting cycles to broaden outEM equities have recovered through a volatile summer end, on increasing
海外研报
2024年09月15日
GS--Communacopia + Technology Conference — Key Takeaways
Moderated by: Will Nance, Payments and Financial Technology, Goldman SachsBottom Line: Mastercard mgmt continues to see a consumer supported by a strong
海外研报
2024年09月16日
