海外研报

GS--Global Economics Wrap-Up: October 11, 2024

Recent data have strengthened our confidence in a positive economic trajectory:

GS--Global Credit Trader Dispersion reversion

Dispersion: Not just a CCC story

GS--3Q-24 Earnings Preview: Let the Data Speak

The earnings season kicks off next week. By the end ofNovember, 375 of the STOXX 600 constituents should have

GS--End of Week Market Intelligence: AI week

US stocks are trading higher Friday and on pace for a ~1% gain for the week (for the

DB--An evening in Elon's world

We attended Tesla's much anticipated "We, Robot" event (aka. Robotaxi Day) at

DB--Insights from 2024 DB Software Tour

We had the pleasure of hosting a two day investor bus trip in the SF Bay Area which

DB--Airbnb: Takeaways from Call with AirDNA

Yesterday, we hosted an expert call with Jamie Lane, Vice President of Research at

Thematic Research--Next week...this week

Key data releases for next week feature US retail sales as well as inflation in the UK

DB--ECB Preview: Pivot point

We expect the ECB to cut rates 25bp again on 17 October. Growth is even weaker