海外研报
筛选
GS--SBA Communications Corp. (SBAC): Communacopia + Technology Conference 2024 — Key Takeaways
Bottom line: We have three key takeaways: (1) SBA Communications remainsbullish on its US tower operations as its wireless carrier customers will need to
海外研报
2024年09月14日
GS--SAP (SAPG.DE): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: Dominik Asam, CFO at SAP, presented at the Communacopia +Technology Conference.
海外研报
2024年09月14日
GS--Robinhood Markets Inc. (HOOD): Communacopia + Technology Conference — Key Takeaways
Presenters: Vladimir Tenev, Co-Founder & CEOModerated by: Will Nance, Payments and Financial Technology, Goldman Sachs
海外研报
2024年09月14日
GS--Moody’s Corp. (MCO): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: MCO’s President of Analytics Stephen Tulenko presented at the GSCommunacopia + Technology Conference 2024
海外研报
2024年09月14日
UBS--Crude oil: Focus on OPEC+ compensation cuts
OPEC+ is focusing on compensation cuts. Preliminary data alreadyindicates a drop in exports from Iraq, Russia, and Kazakhstan.
海外研报
2024年09月13日
Searching for the floor
Global commodities: The ructions in commodities continues. The broad commonality in the bearishness points by-and-large to China, and its malaise is
海外研报
2024年09月13日
gs--Lithium - supply cuts provide floor in the near term
According to Reuters (link), CATL plans to make adjustments on its Jiangxiintegrated lepidolite-to-lithium carbonate production. While there is lack of clarity on
海外研报
2024年09月13日
BofA_US Equity Futures Watch_S&P 500 Futures01
Intraday on Sep 11, 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 72bps rich
海外研报
2024年09月13日
BofA_US Equity Futures Watch_S&P 500 Futures
Intraday on Sep 11, 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 72bps rich
海外研报
2024年09月13日
BofA_BofA on USA Summer doldrums
Earlier Labor Day = more spending in AugustTotal card spending per household (HH), as measured by BAC aggregated credit and
海外研报
2024年09月13日
