海外研报
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War, Inflation, and the Neutral Rate
The probability that we see oil production targeted as part of the escalating fighting in the
海外研报
2024年10月11日
GS-- Added Volatility or Fundamental Opportunity?
Investors aiming to generate attractive volatility-adjusted returns, are faced
海外研报
2024年10月11日
GS-- Laopu Gold initiation
China Banks - Possible implications of reported Rmb 1tn capital injection. The
海外研报
2024年10月11日
GS--E Ink stronger catalysts ahead
In this report we preview Largan, Fositek, and E Ink revenues for the coming 3
海外研报
2024年10月11日
jefferies--Datacenter Demand Continuing to Surge: The State of Play with McKinsey & More
McKinsey increases LT data center forecast +50% vs September 2023.Sustainability is a lower priority for hyperscalers as 'speed to market' rises in
海外研报
2024年10月11日
BofA_FX Viewpoint FX flows & positioning in Q3_20241009
Market overview: Hedge Fund USD selling vs. EM FXBofA investors ended Q3 slightly long USD, neutral rest of G10 FX, and marginally short
海外研报
2024年10月11日
GS--China’s markets continued to rally (MXCN +11%, MXHK +7%
MXAPJ gained 1%, driven by continued rallies in China
海外研报
2024年10月08日
GS--Ishiba cabinet inaugurated, Japanese equities reacted negatively
Summary of the weekTOPIX: 2,694.07 (-1.7%) / NK225: 38,635.62 (-3.0%)
海外研报
2024年10月08日
UBS_Apple Inc_20241001
Pro and Pro Max wait times still shorter YoY as low-end gap widens
海外研报
2024年10月08日
GS--Asia-Pacific Portfolio Strategy China changes the game
We raise China to overweight and increase our MXAPJ index target on higher
海外研报
2024年10月08日
