海外研报

SocGen - FX View - The vigilantes have taken over again

The FX market remains in thrall to US rates but there has been a bit of a shift of late, with

GS--Framing The Margin Narratives; Reiterate Positive Stance Across Multiple Themes

We expect the following themes to be on display in Amazon’s Q3’24

GS--Framing The Margin Narratives; Reiterate Positive Stance Across Multiple Themes002

We expect the following themes to be on display in Amazon’s Q3’24

GS--Another well-rounded beat, with focus on the NII outlook

BAC reported 3Q24 EPS of 81¢, vs. GSe/Visible Alpha Consensus Data 73¢/75¢,

BofA - Harnett - Global Fund Manager Survey Bull Charge_20241015

Bottom Line: the biggest jump in investor optimism since Jun'20 on Fed cuts, China

BofA_Market Analysis Comment Key indices and indicators heading into the election_20241015

SPX bullish: Cup and handle counts to 5930 and 6180