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GD--EA PMI: FEWER JOBS, FASTER DISINFLATION... DEEPER CUTS?
Today's flash Euro Area (EA) PMIs confirm our view that faster core disinflation is coming on the back of
海外研报
2024年10月25日
“When the minds change…”: new scenario
As we wrote in February, this famous quote, attributed to John Maynard
海外研报
2024年10月25日
WK20241023--WEEKLY FLOWS & HOLDINGS
iFlow Mood shows the market is in risk-on mode. iFlow Carry is negative while iFlow
海外研报
2024年10月25日
GS--Post-election economic policies, more monetary easing, lower long-term US equity returns2265
Post-election economic policies
海外研报
2024年10月25日
UBS - Tesla, Inc
TSLA 3Q24 results and commentary were better than expected and should give bulls
海外研报
2024年10月25日
The USD and the US election_ the 4 rule
Polls remain very close ahead of the US presidential election, making it
海外研报
2024年10月25日
SocGen - Market Wrap-up - Heading towards €800bn
The earnings season is picking up, and while it is still relatively early days, the results so
海外研报
2024年10月25日
SocGen - FX View - Two weeks of intense uncertainty lie ahead!
The dollar is down against all the other G10 currencies this morning (marginally, in some
海外研报
2024年10月25日
GS--Northrop Grumman Corp. (NOC): 3Q24 First Take: Beat and raise
Bottom Line: NOC 3Q24 bottom line beat consensus, with segment EBIT in the
海外研报
2024年10月25日
Nobody Actually Directly Reads Anything
More US opinion polls are out: a mixed bunch but including a Wall Street Journal Trump +2,
海外研报
2024年10月25日