shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： shuinu9870 更多一手调研纪要和研报数据加V： shuinu9870 更多一手调研纪要和研报数据加V： 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 V i e w p o i n t | 15 Oct 2024 05:39:49 ET │ 32 pages Global Technology & Communications shuinu9870 shuinu9870 | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 桥水 Ray Dalio 解决债务光印钱很简单，但并非最优解决—— 我对于债务周期、中国政策、美国大选的看法 摘要 • 全球经济受到债务和货币政策、内部冲突、外部冲突以及气候变化等五大 主要力量的影响，这些因素相互交织，共同塑造了一个充满不确定性的动 态周期。 • 历史周期对于理解当前局势至关重要，通过研究帝国的兴衰，我们可以了 解权力转移和经济变迁的一般规律，并从中汲取经验教训，预见未来可能 出现的问题。 • 中国自 1984 年以来经历了一系列重要的发展节点，包括改革开放、融入 全球市场、基础设施建设和科技创新等，这些节点反映了其在全球经济中 的角色变化，并表明其正在从一个区域性大国向全球性领导者转变。 • 未来 10 到 20 年内，人类文明将面临气候变化、技术革命、人口老龄化以 及国际形势复杂化等重大挑战，需要各国共同努力，通过制定并落实有效 的政策来应对。 • 历史的因果关系模式可以帮助我们解读帝国的兴衰，例如，优质教育通常 会推动创新和科技发展，并最终反映在货币走势上，使其成为储备货币。 • 长期强盛的大国通常会经历内部和外部压力，这些压力 ...

shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： October 14, 2024 06:59 AM GMT M Foundation Machinery | North America Largely negative read through for CAT, DE, CNH, OSK and TEX with more subdued NTM sales and pricing outlooks, softer current sales, higher de-stocking intentions, and elevated new and used inventory.M shuinu9870 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： Based ...

Deutsche Bank Research 7T2se3r0Ot6kwoPa North America United States Economics US Economic Notes Date 13 October 2024 What you need to know for the week ahead | --- | --- | --- | --- | --- | |----------------------------------|--------------|--------------|--------------|---------------------------------------------------------------------------------------------------| | Figure 1: DB economic forecasts | 2024F Q4/Q4 | 2025F Q4/Q4 | 2026F Q4/Q4 | Brett Ryan \nSenior US Economist \n+1-212-250-6294 \nMatthew L ...

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Good afternoon, and welcome to the Alcoa Corporation third quarter 2024 earnings presentation and conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star, then one on your phone. To withdraw your question, please press star, then two. Please note this event is being recorded. I woul ...

V i e w p o i n t | 11 Oct 2024 11:06:22 ET │ 13 pages US Oil Services and Exploration & Production What Are Clients Asking? Details on EXE Financials CITI'S TAKE One question we've received this week has been – how does Expand Energy perform from here? We see the upcoming print as relatively uneventful on standalone 3Q with production and capital spending near the top of the range (see here). Looking further out, we see their FY2025 production averaging ~7.1bcfe/d, but exiting at ~7.5bcfe/d on D&C capital ...

Viewpoint | │ 10 pages US MedTech 3Q24 Preview: It Can't be as Bad as 2Q24, Right? RELATED: US MedTech: 3Q24 Preview: It Can't be as Bad as 2Q24, Right? | US Joanne WuenschAC +1-212-816-9606 joanne.wuensch@citi.com MedTech: Diabetes Tracker: Dexcom Recovering from 2Q24 and Leading in DTC | US MedTech: Diabetes Survey Shows Stable End Markets, GLP-1 and DTC Optimism CITI'S TAKE After a difficult 2Q24, we enter 3Q24 season with our Preview, a Diabetes Survey, and a new product – a Diabetes Tracker. In the Pre ...

11 Oct 2024 07:51:25 ET │ 32 pages Quantitative Global Macro Strategy How to Trade the US Election – An Update CITI'S TAKE Now that we are less than a month from Election Day in the US, we update our guide on how to trade an election. The broad contours remain – equities have been strong this year so far but are entering a zone of potential weakness on uncertainty. Fixed income prospects depend on the likelihood of a unified government. Election trades should have a macro justification – we like breakevens ...

Good day everyone and welcome to Bank of America's earnings announcement. At this time all participants are in a listen-only mode. Later you will have the opportunity to ask questions during the question and answer session. You may register to ask a question at any time by pressing the star and 1 on your telephone keypad. You may withdraw yourself from the queue by pressing the pound key. Please note this call may be recorded. I will be standing by if you should need any assistance. It is my pleasure to tur ...