海外研报
筛选
UK Weekly Kickstart Summer data-only update
MSCI disclosureAll MSCI data used in this report is the exclusive property of MSCI, Inc. (MSCI). Without prior written permission of MSCI,
海外研报
2024年08月05日
Global FX Trader Running Late?
USD: Far enough; go short EUR/USD. Our economists think the Julyemployment report likely overstates the rate at which the labor market isloosening,
海外研报
2024年08月05日
GS TWIG Notes: This Week in Global Research - August 2, 2024
Central bank round-up: Japan hikes, the UK cuts, and the US holds steady (for now)n The BoJ raised rates by 25bp and announced plans to curb QE programs as it
海外研报
2024年08月05日
Catalysis analysis
Catalysts abound in the week ahead, between key economicdata, Fed/BoE/BoJ decisions, and the all-important (Tech)
海外研报
2024年08月02日
China-Australia resources trade: transitioning
China’s structural transformation has begun. Its ‘new trio’ – electricvehicles (EV), lithium batteries and photovoltaic products – will likely
海外研报
2024年08月02日
Research Unplugged: US Conviction List - Directors’ Cut: August Spotlight
In this podcast, we listen in as Kate McShane, Bonnie Herzog, George Tong, andNoah Poponak join Chris Hussey and Sarah Herr to discuss four of the ideas – Dollar
海外研报
2024年08月02日
China data preview: a weak start to H2 2024
Slowing industrial production: The production subindexes of both official and Caixin manufacturing PMI slowed in July, signalling a
海外研报
2024年08月02日
Which Is More Impressive, The 3Q Revenue Clip Or Zuck’s New 'Drip'?
META continues to execute at arguably the best pace of anycompany in digital advertising, with little revenue deceleration
海外研报
2024年08月02日
Earnings Bars (AAPL, AMZN, DASH, INTC, MCHP, NET, SNAP), ARM, LRCX, META, QCOM
Sentiment: Still one of our more crowded shorts, but it’s seen substantial covering by equity L/S funds. In the wake of TXN (where embedded was weaker) and STM (MCU weaker) results – the latter of which feels more idiosyncratic
海外研报
2024年08月02日
S&P Global PMI in Line With Expectations
BOTTOM LINE: The ISM manufacturing index declined in July, against consensusexpectations for a modest increase. The composition of the report was weak, as the
海外研报
2024年08月02日
