海外研报

The Real Risk Is Japan

Japan’s real policy interest rate differential versus the US stands at an unprecedented

GS--Boeing Co. (BA): 3Q24 First Take: In-line with pre-announcement, new CEO lays out path forward

Bottom line: BA 3Q24 results are in-line with preliminary results from October 11.

GS--South Africa: Inflation Moderates in September, In Line with Expectations02

Bottom line: Headline inflation declined from 4.4%yoy to 3.8%yoy and core inflation

GS--BMW (BMWG.DE) China in focus at 3Q

Estimates ahead of consensus for 3Q - In what should prove a

Barclays_Americas Morning Research Summary_20241023

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all

GS--AT&T Inc. (T): Solid quarter with better profitability should bolster

Key stock takeaways: We expect the stock to hold its gains following a solidquarter,

GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update002

The MXAPJ Index rose 0.3% today. Korea and China markets outperformed, while

GS--Argentina: Real GDP Growth Was Again Better-Than-Expected in August (Armella)

Bottom Line: Real GDP, as measured by the EMAE monthly activity indicator,contracted

GD--TAXES, TARIFFS, DEFICITS — WHERE IS THE PRESSURE POINT?

Harris or Trump, the deficit grows – but Trump uses tariffs to finance government.

GD--CHINA SENTIMENT BOOSTS EM EX-CHINA20

China and US set to drive revival in global demand. The combined impact of China’s new