海外研报
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globalinvestmentstrategy102124
Asset Allocation Spotlight: The economics of natural disasters ...
海外研报
2024年10月23日
GS--Fiserv Inc. (FI): First Take: 3Q24 Bottom line beat, driven by strong margin expansion
Bottom line: Fiserv delivered a Q3 beat, driven by higher than expected margins,
海外研报
2024年10月23日
EM EMEA Weekly--Growth rotation, delayed disinflation and geopolitics
Macro focus: Several trends are gaining traction across EM EMEA. 1) On real GDP
海外研报
2024年10月23日
GS--Buy developers with strong saleable pipeline
As we see China property prices stabilizing in late-25E (link), we expect coverage
海外研报
2024年10月23日
BofA_Meta Platforms Inc_20241022
Expect modest beat; cost focus can drive EPS upside
海外研报
2024年10月23日
BofA_Liquid Insight USD- “October surprise” isn’t just political_20241022
Fundamentals driving USD USD’s move in October has been justified by relative fundamentals and G10 central bank
海外研报
2024年10月23日
BofA--3Q Heads Up: AT&T reporting tomorrow
Momentum in core wireless and broadband segments
海外研报
2024年10月23日
weekly-investment-commentary-en-us-20241021-us-earnings-strength-stands-out
We think U.S. corporate earnings strength will keep broadening beyond tech in
海外研报
2024年10月23日
GS--Falling tobacco sales and higher costs impact near term earnings, refining subsidy highlights
VEA reported a weaker than expected Q3 with Geelong gross refining margin of
海外研报
2024年10月23日
