海外研报
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CT--Global Economics Global Indicators August Chartbook: The World in Pictures
CITI'S TAKE Our global indicators chartbook shows ongoing resilience in services
海外研报
2024年09月10日
GS--Earnings matters: 10 key takeaways from 6000+ companies’ 2Q/1H24 results
Offshore led A-shares. 1H24 profit growth came in at 12%/0% forMXCN/CSI300. 41% of market cap beat expectations while 35% missed.
海外研报
2024年09月10日
US_Pulse_limited_appetite_from_Fed_for_a_50bp_cut
US Pulse: limited appetite from Fed for a 50bp cutThe market is pricing a roughly 30% chance of a 50bp cut to the federal funds
海外研报
2024年09月10日
GS--China Consumer Staples: Expert call takeaways
On Sept 3, we hosted a virtual conference with a large-scale Spirits and F&Bdistributor located in Hunan province. Key highlights include: 1) Spirits: The
海外研报
2024年09月10日
US_Inflation_Monthly_August_CPI_preview
We expect core Consumer Price Index (CPI) inflation to have risen 0.21% m/m and headline CPI inflation to rise by 0.13% in August. In year-on-year terms,
海外研报
2024年09月10日
CR--Market comments
Friday’s US payrolls report was supposed to settle the question of whether the Fed would be cutting by 25bps next week, or 50. On Thursday of last week the OIS futures had 33.8bps of cuts
海外研报
2024年09月10日
US Week Ahead_ September 9 – September 15
The key economic data releases this week are the CPI report on Wednesday and theUniversity of Michigan report on Friday. Fed officials are not expected to comment
海外研报
2024年09月10日
BNPP_GLOBAL OUTLOOK Q4 2024 CUTTING IT FINE
Central bank easing in the US and across most developed markets will helpstabilise growth in what we would continue to characterise as a soft landing.
海外研报
2024年09月10日
US Autos & Industrial Tech_ 2024 Communacopia + Technology conference preview
We will host fireside chats and/or small group meetings with 12 companies (RIVN, F,TSLA, APTV, MBLY, AUR, SYM, CHPT, ST, KEYS, FLEX and VRT) at the Goldman
海外研报
2024年09月10日
Barclays_Barclays Equity Factor Insights_ September
We maintain Positive view on Growth and Negative view onValue across both regions, despite the recent weakness in US
海外研报
2024年09月10日
