海外研报

GS--J.P. Morgan Chase & Co. (JPM): First Take - A robust beat across every line

JPM reported 3Q24 EPS of $4.37 vs GSe/Visible Alpha Consensus Data

Week 4 October – 10 October

• Mixed week for XCCY markets. EURUSD and USDJPY XCCY saw better offering flows

GS--with NII and expense guidance largely reiterated

WFC reported 3Q24 EPS of $1.42, better than Visible Alpha Consensus

GS--Weekly Fund Flows Chasing Mainland China

Global fund flows, week ending October 9

FX Fair Value Update--USD long-term fair value recovers in Q224

The USD saw its long-term fair value increase across the board in Q224

GS--Estimating 0.24% for September Core PCE

BOTTOM LINE: September core CPI rose 0.31% month over month, above

GS--The Budget, Gilts & the Investment Summit

A budget for investment: Signaling from the government

GS--Financial Account Showed Sizeable Outflows

Bottom Line: The current account balance improved from a surplus of US$0.8bn

GS--The BOK has Started the Post-Pandemic Easing

The Bank of Korea’s Monetary Policy Committee (MPC) today cut its policy rate to

GS--Tesla Inc. (TSLA): Initial thoughts on ‘We, Robot’ 10/10 event

We attended Tesla’s 10/10 ‘We, Robot’ event in LA, where Tesla unveiled its