海外研报
筛选
GS-- U/G IBTA to Buy; D/G YELP to Neutral
Ahead of the Q3 ’24 earnings season, we take a fresh look at the key debates for
海外研报
2024年10月14日
GS--USA_ Core CPI Above Expectations
September core CPI rose 0.31% month over month, aboveexpectations. Owners’ equivalent rent slowed to 0.33% after last month’s 0.50%
海外研报
2024年10月11日
COMMERZBANK--CPI relief?
Fed: FOMC minutes show that "almost all" officials agreed that upside risks toinflation had diminished and a "substantial majority" supported the 50bp cut, while
海外研报
2024年10月11日
Interest Rates Daily--Wins & losses
Long-building steepening momentum came to a halt last Friday as a higher-thananticipated NFP number impacted EUR markets too. Lower odds of hard landing
海外研报
2024年10月11日
Rabo--Sour grapes?
Sour grapes. According to the Cambridge Dictionary one of the ways to interpret this idiom is:‘bad behaviour that happens because someone is more successful’. Looking at the current state
海外研报
2024年10月11日
jefferies--Datacenter Demand Continuing to Surge: The State of Play with McKinsey & More
McKinsey increases LT data center forecast +50% vs September 2023.Sustainability is a lower priority for hyperscalers as 'speed to market' rises in
海外研报
2024年10月11日
Global Metals & Mining_ Rio Tinto agrees counter-cyclical cash offer to acquire Arcadium Lithium
Rio Tinto has announced an agreement to acquire Arcadium Lithium (Not Rated).According to Rio, this represents a counter-cyclical expansion aligned with its
海外研报
2024年10月11日
