海外研报
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Deutsche Bank Research - General Motors - Oct 23 Raining buybacks
The magnitude of GM’s stock price jump yesterday (+10% vs. S&P 500 flattish)
海外研报
2024年10月25日
Deutsche Bank Research - Coca-ColaQuick Take - KO's 3Q24 results
Overall, KO reported a strong/solid quarter on the income statement relative to DBe/
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2024年10月25日
Weekly HF Highlights:Am and China, Continue to Buy Japan; Performance Strong as HFs s
Hedge funds were net sellers of Global equities as selling from Equity L/S funds outweighed buying from Multi-Strat / Macro
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2024年10月25日
Deutsche Bank Research - 3Q Preview: Numbers Risk Overstated, Buy The Potential Dip
At this point, we believe that the concerns around Amazon guiding 4Q OI below
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2024年10月25日
GS--: Manufacturing Output Expectations Improve in the US, Decline Elsewhere (Dong)
The DM composite flash PMI fell by -0.3pt in October to 51.8; the o
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2024年10月25日
GS--The China Growth Trade—What’s Priced and What’s Ahead (Chang)
Markets have priced a significant upgrade to China growth in recent weeks after n
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2024年10月25日
Commodity_Tracker_unclear_road_ahead
Oil prices are volatile due to intensifying geopolitical tensions in the Middle East. Global oil supply remains stable, but the
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2024年10月25日
Commercial Real Estate Chartbook--Commercial Real Estate Chartbook
The commercial real estate (CRE) space has increasingly been the
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2024年10月25日
Citi_Weekly Supply Monitor Euro, US, and UK Supply Outlook_20241024
CITI'S TAKE We expect around €13bn of EGB supply next week from Germany and Italy.
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2024年10月25日
Citi Equities_ Mean Reversion + Micro EPS Onslaught
Uglier session for risk yesterday w/ NDX -1.55%, SPX -92bps, RTY -77bps, and SPW -33bps on slightly elevated
海外研报
2024年10月25日
