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2025-05-08-MS-From the Global Director of Research North America Charts That Caught My Eye.pdf
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2025-05-09-GS-AccoTest (688200.SS) Capex recovery of OSATs; 1Q25 Rev + 44% YoY with 75% GM.pdf
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2025-05-09-GS-American Electric Power (AEP) First Take Solid EPS beat; data center outlook and balance sheet improvement in focus.pdf
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2025-05-09-GS-Americas Capital Markets April Credit share trends underwhelm for both MKTX and TW.pdf
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2025-05-09-GS-Americas Food Key themes from 1Q results.pdf
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2025-05-09-GS-Americas Healthcare Most Favored Nation Drug Pricing Model Continuing to Gain Momentum.pdf
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2025-05-09-GS-Americas Real Estate REITs SPG & MAC Topics in focus for earnings 1Q results and what has changed since then.pdf
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2025-05-09-GS-Aramark Holdings (ARMK) 2Q25 First Take Softer US organic revenue growth but FY25 guidance reiterated.pdf
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2025-05-09-GS-Array Technologies Inc. (ARRY) First Take Top and bottom line beat, ’25 guidance intact; Buy.pdf
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2025-05-09-GS-Asia in Focus Total Private Sector Credit in India Peak growth drag from credit tightening is past.pdf
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2025-05-09-GS-Asia-Pacific Growth Monitor Factory orders slow in most economies.pdf
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2025-05-09-GS-Baidu.com Inc. (BIDU) Robotaxi expansion - constructive on the long pathway ahead; Buy.pdf
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2025-05-09-GS-Base Metals Comment Copper Correction Lower Delayed As Stranded Stocks Swell.pdf
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2025-05-09-GS-BoE MPC Cuts Bank Rate to 4.25%; Vote Split and Guidance More Hawkish Than Our Expectations.pdf
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2025-05-09-GS-Brookfield Asset Management (BAM) First Take In-line 1Q25 results highlighted by strong fundraising and tailwinds with catch-up.pdf
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2025-05-09-GS-Cambricon (688256.SS) 2025 private placement on AI chips and Software platform; R&D commitment to support long term growth; Buy.pdf
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2025-05-09-GS-CCC Intelligent Solutions Holding (CCCS) 1Q25 Better emerging solutions growth offset by worse claims volumes; focus shifts to medium-term consistency of growth.pdf
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2025-05-09-GS-EM Macro Themes How Global Economic News Affects EM Financial Markets.pdf
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2025-05-09-GS-GS CAS MACRO MORNING UPDATE.pdf
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2025-05-09-GS-gs chart of the day negativity 8 May 2025.pdf
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2025-05-09-GS-GS Global Equities Call.pdf
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2025-05-09-GS-Hengtong (600487.SS) Muted telecom demand but robust marine cable segment outlook.pdf
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2025-05-09-GS-HG Tech (000988.SZ) Awarded US$100mn order for PTC heater from a European auto maker.pdf
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2025-05-09-GS-Hong Kong A historic move in rates and FX GS EM Marketstrats.pdf
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2025-05-09-GS-Hong Kong PMI remained weak in April.pdf
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2025-05-09-GS-PDD Holdings (PDD) Temu US full-entrusted model suspension more drastic-than-expected; TP unchanged as we continue to value Temu non-US only; Buy.pdf
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2025-05-09-GS-Pony AI Inc. (PONY) Fleet scale ramping up; Gen-7 Robotaxi to bring down costs per car, turning around unit economics; Buy.pdf
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2025-05-09-GS-Power Tracker No Signs of Recession in US Power Demand.pdf
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2025-05-09-GS-United Arab Emirates Real Estate Monitor April 2025 Another robust month with Dubai transaction values reaching new highs.pdf
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2025-05-09-GS-USA FOMC Statement Stresses Risks of Both Higher Unemployment and Higher Inflation.pdf
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2025-05-09-GS-Weekly Options Watch Attractive options ahead of May FOMC.pdf
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2025-05-09-GS-What’s Next in Gas Higher Production Offsets Higher US LNG Exports.pdf
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2025-05-09-GS-What’s Top of Mind in Macro Research Central bank holds and cuts, navigating asymmetric market risks, US-China trade de-escalation.pdf
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2025-05-09-MS-Affirm Holdings Inc North America F3Q25 Preview – Keep Calm & Carry On.pdf
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2025-05-09-MS-AIA Group Ltd Asia Pacific EM Currency Appreciation Could Benefit AIA's results Exhibit.pdf
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2025-05-09-MS-Akeso, Inc. Asia Pacific Probing Around HARMONi-2 & HARMONi-6.pdf
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2025-05-09-MS-Allstate Corp North America Risk Reward Update.pdf
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2025-05-09-MS-Amentum Holdings Inc North America 2QFY25 EPS Beat; Guidance Midpoints Reaffirmed.pdf
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2025-05-09-MS-American International Group Inc North America Risk Reward Update.pdf
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2025-05-09-MS-American Well North America Risk Reward Update.pdf
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2025-05-09-MS-Ametek Inc. North America FARO Acquisition Screens for Synergies.pdf
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2025-05-09-MS-Apple, Inc. North America Apple v. Epic Injunction – Has The Market Overblown Another App Store Legal Risk.pdf
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2025-05-09-MS-Archer Daniels Midland North America 1Q Ahead; Full Year Guided to Low-end.pdf
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2025-05-09-MS-Ardent Health Partners Inc North America Q1'25 First Take Modest EBITDA beat and reiteration of 2025 guidance against low expectations.pdf
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2025-05-09-MS-Asia Economics Asia Pacific The Viewpoint Falling oil prices – how much of a benefit for Asia.pdf
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2025-05-09-MS-Asset Managers North America April '25 AUM Flash BEN.pdf
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2025-05-09-MS-Avient Corporation North America 1Q25 In Line On Corporate, 2Q In Line & Full Year Unchanged.pdf
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2025-05-09-MS-Ball Corp North America 1Q25 EPS Beat; 2025 EPS Outlook Reiterated.pdf
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2025-05-09-MS-Biotechnology North America Dermatology KOL Discussion on Current & Emerging Treatment Options Across Indications.pdf
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2025-05-09-MS-Block, Inc North America Cash App Demographics & Credit Matter Most.pdf
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2025-05-09-MS-Bowhead Specialty Holdings Inc. North America First Take 1Q25 Earnings Casualty Carried the Results.pdf
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2025-05-09-MS-Celsius Holdings Inc North America Quick Comment 1Q Topline Miss; Expect Focus on Forward Outlook With Alani.pdf
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2025-05-09-MS-Centre Testing International Group Asia Pacific Risk Reward Update.pdf
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2025-05-09-MS-Energizer Holdings Inc. North America In-Line but Low Quality FQ2 and Lower FY OSG (and EPS)Guidance on a Weaker Consumer.pdf
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2025-05-09-MS-Gree Electric Appliances Inc of Zhuhai Asia Pacific Risk Reward Update.pdf
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2025-05-09-MS-Oil Data Digest Europe US Oil Supply and Demand.pdf
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2025-05-09-MS-Palantir Technologies Inc. North America 1Q25 Results – Firing on Nearly All Cylinders.pdf
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2025-05-09-MS-Podcast Thoughts on the Market North America Munis Tax-Free Income in Times of Stress.pdf
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2025-05-09-MS-Portillo's Inc North America 1Q25 Comps Better, New Stores in Focus.pdf
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2025-05-09-MS-PTC Therapeutics North America 1Q25 Results Near-Term Approval Decisions On-Track per Mgmt Commentary; PKU PDUFA Up Next.pdf
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2025-05-09-MS-Retail, Softlines North America 1Q25 Softlines Retail Earnings Preview Another Negative Catalyst.pdf
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2025-05-09-MS-中国的新兴前沿数据中心中国版的赋能AI.pdf
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《财新周刊》 2025年第18期.pdf
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