海外研报
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Macro at a Glance: Latest views and forecasts
Globally, we expect real GDP growth of 2.7% yoy in 2024, reflecting tailwindsfrom real household income growth, a gradual recovery in manufacturing activity,
海外研报
2024年08月16日
Lamenting party policy prescriptions for inflation
• The Biden/Harris administration has blamed greedy corporations
海外研报
2024年08月16日
Hardware Sector Update; DELL Add to Focus List; ALAB
My colleague Jack Atherton, who covers Comm, Internet, Media and Software, is on New Parent Leave until Labor Day. I’ll be backing him up - including sending this combined TMT morning daily, and providing his
海外研报
2024年08月16日
BOJ watch: How will Kishida's successor get along with the central bank?
Prime Minister Fumio Kishida indicated in a 14 August press conference that he intendsto step aside at the end of his current term rather than seek re-election by his party
海外研报
2024年08月16日
RWE: Uncertain Capital allocation a continued overhang // E.ON
Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
海外研报
2024年08月16日
GS EUROPEAN EXPRESS: Encore: Buy ISS, EON, Neste (all on CL); Sell Elekta
SS – upsized buyback supportive of our thesis – ISS 1H results were characterisedby headline numbers that were largely in-line with expectations, FY24 organic
海外研报
2024年08月16日
The Global Point Thursday, 15 August 2024
The global economy’s “digital transformation” has entailed a shift from ecosystems characterized primarily by flows of physical “stuff” to ecosystems
海外研报
2024年08月16日
4Q24 review: Beat & raise on Enterprise & Public Sector order strength, workforce restructuring
CSCO’s F4Q24 EPS beat on slightly better EBIT – driven by arevenue beat and in-line margins - and below-the-line items.
海外研报
2024年08月16日
Cisco Systems Inc. (CSCO): F4Q24 First Take: EPS beat with stronger-than-expected orders growth
CSCO’s F4Q24 EPS of $0.87 beat GS/consensus (Visible Alpha) of $0.85/$0.85on a slight EBIT beat and better taxes. Revenue of $13.6 bn beat GS/consensus of
海外研报
2024年08月16日
Buyer's markets-Global Daily-Market comments1
US producer price inflation was soft in July. Both headline (0.1% m/m and 2.2% y/y) and core (0.0% m/m and 2.4% y/y) PPI inflation came in below expectations. Goods prices rose by 0.6%
海外研报
2024年08月16日
