海外研报
筛选
GS--India Pharma: Aug’24 Pulse Check: Export tracker
We analyse the export data of key CRDMO companies for Aug’24 to get the senseof the latest trends in the market. At a company-specific level, the current month’s
海外研报
2024年09月16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
Asia--Macro_Weekly_Asia_local_markets_resilience_to_be_tested
The Fed is widely expected to begin its monetary easing next week. Amid divided views on the size and pace of US monetary easing, we expect three
海外研报
2024年09月15日
GS--Americas Construction: Building Products: AHRI — July Read-Throughs
decline in June and +9% a year ago. Commercial rose 10% yoy vs down 4% lastmonth and off -7% a year ago. Relative to July 2019, residential shipments grew
海外研报
2024年09月15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
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
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
