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GS--Better Labor Market Data, Improved Consumer Outlook (Briggs)
Spending: Real consumer spending increased in August (+2.9% yoy; +3.1% n
海外研报
2024年10月22日
GS--Policy Address brings more supportive measures
Retail sales remained quite soft at -10% yoy in Aug (vs. -10%/-12% yoy in
海外研报
2024年10月22日
Top of Mind_ Post-election economic policies
With all eyes on the fast-approaching US election amid a close race between two
海外研报
2024年10月22日
GS--The 720: ANZ Retail – Metcash Downgrade, China Brokers
We examine the changing retail landscape in Australia amid: 1) the re-acceleration of
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2024年10月22日
Bottom Line October 19 2024 Buckle Up!
The key unknown for the election outcome is whether the betting odds, which
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2024年10月22日
When Things Kinda Make Sense
I’m a contrarian by nature. I much prefer finding things that markets may be pricing incorrectly,
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2024年10月22日
BofA - Savita Subramanian - Equity Strategy Focus Point Equity investors’ guide to
Does politics matter for stocks?
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2024年10月22日
JPM_US Market Intell Afternoon Briefing_20241021
SPX -0.2%,NDX +0.2%,RTY -1.6%.WTl+163bps at $70.35, NatGas +332bps to $2.33, UKNatGas +220bps to ￡1.0015,
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2024年10月22日
USD_ Trumpspeak vs Fedspeak
Strong US retail sales and firm China economic data as well as strong earnings
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2024年10月22日
US Week Ahead_ October 21 - October 27
08:55 AM Dallas Fed President Logan (FOMC non-voter) speaks
海外研报
2024年10月22日
