海外研报
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China Butterfly Effect: Upgrading Dealers; Downgrading F, GM, RIVN, MGA, PHIN
The China capacity ‘butterfly’ has emerged and is flapping its
海外研报
2024年09月27日
Daily Economic BriefingPBOC stimulus by a thousand cuts
Against the prospect ofalabor market-ledcooling in US consumption, we havelooked for signs of a recovery from China and
海外研报
2024年09月27日
Faith maintained but valuation challenged
DelhiThe last time GREED & fear arrived in India on Sunday 14 July it was to hear the news that Donald Trump had
海外研报
2024年09月27日
"Is our presidents and economists learning?
President George W. Bush once bewailed: “Rarely is the question asked: ‘Is our children learning?’”
海外研报
2024年09月27日
Global Transportation_ De-globalization_ Why the center of gravity in world trade isn't
investor concern about the Logistics & Shipping industry is the extent to which this is driving a
海外研报
2024年09月27日
GS--Global PMI Monitor: Softer Future Expectations (Dong)
The DM composite flash PMI fell by -0.9pt in September to 52.9; the omanufacturing component declined by -0.9pt to 47.0 and the services
海外研报
2024年09月27日
GS--Disinflation Continues Outside of Japan (Pierdomenico)
Our August sequential trimmed core inflation measures remained soft in the US n(+2.0% month-over-month annualized, GS forecast for PCE), the Euro area
海外研报
2024年09月27日
Fed forecast update: a more front-loaded cycle
As hinted at in recent publications, the time has arrived for another update to our Fed forecast following the September FOMC meeting. The
海外研报
2024年09月27日
Curve to further steepen on “many more” rate cuts
sharp market rally since Q224, we expect US rates to stay in a range near term.
海外研报
2024年09月27日
GS--Commerzbank AG (CBKG.DE): Announces leadership change
Commerzbank today (24 Sep) announced that its current CFO, Bettina Orlopp, willsucceed Manfred Knof as CEO. The Supervisory Board aims for the transition in the
海外研报
2024年09月27日
