海外研报
筛选
RWE: Uncertain Capital allocation a continued overhang // E.ON
Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
海外研报
2024年08月16日
GS EUROPEAN EXPRESS: Encore: Buy ISS, EON, Neste (all on CL); Sell Elekta
SS – upsized buyback supportive of our thesis – ISS 1H results were characterisedby headline numbers that were largely in-line with expectations, FY24 organic
海外研报
2024年08月16日
GLOBAL | Quantitative Strategy-Global Quant Strategy: Rate Cut Playbook
The recent market turmoil is a clear message to the Fed that investors areprimed for rate cuts. With OECD leading indicator and earnings still strong,
海外研报
2024年08月15日
China Musings The good and the bad of being different
MSCI China has lost 6% in the past 1 month as equity volatility surged acrosskey markets, extending its correction from the highs in mid-May to 12% and is
海外研报
2024年08月15日
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
Americas Construction: Building Products Home Depot F2Q24 Read-Throughs
Consumer Pullback Weighs on Home Improvement Demand: Home Depot(covered by Kate McShane) reported F2Q US comps down 3.6% YOY, vs -2.0% in
海外研报
2024年08月15日
BONDS ARE BACK BUT DON’T GET TOO EXCITED
The RBNZ has commenced its easing cycle today and massively revised downwards its projections for the official cash rate, in a dovish surprise for duration globally. The global easing
海外研报
2024年08月15日
USA: Core CPI Roughly in Line With Expectations; Estimating a 0.14% Increase in July Core PCE
BOTTOM LINE: July core CPI rose 0.17% month-over-month, roughly in line withexpectations. The composition was mixed, as large declines in the volatile used cars
海外研报
2024年08月15日
The Deflation of Software
Generative AI has the potential to deflate the software industry. The proliferation of generative-AI-powered software development is widely expected to catalyze digital transformation
海外研报
2024年08月15日
