Market analysis and insights from StockHub
[ANZ & MUFG Economic Analysis Report / 26.02.19] Rate Cuts to Start in June, 'Politics' Key to Dollar's Direction Subtitle: Underlying Trend of Falling Inflation and Trump Administration Variables Beh...
[GS & Mizuho Japan Economic Analysis Report / 26.02.18] Examining the True Trends in Japan's Exports and Prices Subtitle: The Illusion of Export Indicators and the Reality of Rent Inflation Fears --- ...
[Goldman Sachs Pharma/Biotech Report / 26.02.17] 2026: The Year of 'Oral Obesity Treatments' Subtitle: Obesity Treatment Market Evolving from Injectables to Pills, and into Consumer Goods --- 3-Line S...
[Goldman Sachs TMT Sector Report / 26.02.18] The Butterfly Effect of AI: Game Console Launch Delays and the Rise of Robots Subtitle: AI's Impact Spreads to the Hardware Market and Investment Points --...
[UBS US Tech Strategy / 26.02.17] AI: Time to Face the 'Economic Reality' Subtitle: The Background of the Downgrade to 'Neutral' on Tech Stocks and the Real Risks --- 3-Line Summary ● Downgrade: UBS h...
[J.P. Morgan Global Equity Strategy / 2026.02.18] AI Fear Creates Opportunity Subtitle: Finding Value in Traditional Industries and Valuation Appeal Amidst Excessive Concerns --- 3-Line Summary ● Mark...
AI Data Center Beneficiaries: American Electric Power (AEP) and Exelon (EXC) Face Diverging Fortunes Recently, the utility (electricity) sector has emerged as a hot theme due to the surge in electrici...
![[골드만삭스 아시아 전략 / 26.02.13]](https://giuxbisydiqiapugqqmq.supabase.co/storage/v1/object/public/insights-thumbnails/thumb_en_1771949268268.jpg)
Asian Equities: The Party Isn't Over - Strong Earnings Growth Overcomes Valuation Concerns 1. Market Overview: A Hot Rally, Is It a Bubble? The Asia (ex-Japan) index has risen 9% year-to-date. In part...
Why the Fed Might Tolerate an Overheated Economy Typically, central banks aim to cool down the economy to control inflation. However, BCA Research predicts that the Fed will take the opposite approach...
