海外研报
筛选
GS--Week commencing 23 September 2024
Australia & NZ Economics Analyst: The Millennial Recession (Nixon): Weestimate ‘Millennial’ households have experienced a very sharp decline in their
海外研报
2024年09月21日
BMO - S&P 500 Target Update
Through the first eight trading days of the month, it appeared that September was well on its way to living up to its worst month of the year moniker with the S&P 500 at one
海外研报
2024年09月21日
GS--MXAPJ gained 3% further, driven by a 5% rebound in HK
MXAPJ gained 3%, led by Hong Kong, China offshore (+5%each), and Philippines (+4%), with most other Asian markets
海外研报
2024年09月21日
USB--Asia ex-Japan equities
Regional inflation should remain subdued. Cash rates in Asiashould edge lower, as many Asian central banks are set to follow
海外研报
2024年09月21日
UBS--Asian bonds
Recent economic data—including inflation, jobless claims, andconsumer spending indicators—continue to signal a soft landing for
海外研报
2024年09月21日
Asia FX Weekly - Undervalued Southeast Asian currencies likely to recover further
It was a week with major market moves including here in Asia. The most important event was that Fed kicked off its easing cycle with a jumbo 50bps cut in
海外研报
2024年09月21日
GS--HK & Macau – A Tale of Two Cities
Asia credit spreads tightened over the past week, as bothAsia IG and HY performed well as treasury yields rose. Risk
海外研报
2024年09月21日
GS--Dallas Data Center Trip: Remain Bullish on Power Demand and Capex Inflection
We emerge from our Dallas Data Center/Power Demand field trip meetings onSeptember 18 bullish on the power demand inflection, particularly in Texas, and the
海外研报
2024年09月21日
GS--What’s Powering Your Services Recap - 9/20/24
This week in Business & Information Services, we published our 3Q RentalSentiment Survey and found relatively stable growth expectations over the next six
海外研报
2024年09月21日
GS--Americas Benchmarking Software_ CAC meaningfully increases in consecutive quarters
2Q24 customer acquisition cost (CAC) meaningfully increased QoQ in oursoftware sample set for the second consecutive quarter. This increase in CAC is
海外研报
2024年09月21日
