海外研报
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JPM_NFLX Recap, MSFT _ OpenAI Fractures, GOOGL reorg, MDB redemption, AMZN, USM_20241018
W$. debaling how MSF'T's -$14B investment geis converted as part of the for,profit transition
海外研报
2024年10月20日
Maybe the Third Time Isn’t the Charm
The European Central Bank surprised nobody by cutting its deposit facility rate to 3.25%
海外研报
2024年10月20日
GS--Netflix Inc. (NFLX): Q3’24 Earnings First Take
We expect the market to have a muted to positive reaction to Netflix’s Q3 ‘24
海外研报
2024年10月20日
Press conferences, meetings and summits
Yesterday’s press conference by ASML’s CEO Fouquet did little to reassure investors. After a
海外研报
2024年10月20日
SocGen - FX View - ECB – all priced in but nowhere to go001
Happy ECB day! A 25bp cut is almost universally anticipated, so all eyes will be on Christine’
海外研报
2024年10月20日
SocGen_On Our Minds ECB cuts by 25bp with no pushback on market pricing_20241017
As expected, the ECB cut rates by another 25bp today, arguing that the disinflationary
海外研报
2024年10月20日
SocGen_The Systematic Investor Report What the FX factors are telling us about
Currencies remain very data driven in the current environment. The US dollar has
海外研报
2024年10月20日
GS--USA_ Housing Starts in Line With Expectations(1)
BOTTOM LINE: Housing starts declined by 0.5% in September, roughly in line with
海外研报
2024年10月20日
