海外研报
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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
Japan_ simulation of a risk scenario coalition government losing its majority
This is a simulation of a risk scenario in which the LDP loses a significant
海外研报
2024年10月23日
GS--PulteGroup Inc. (PHM): 3Q24 First Take
3Q Beat Driven By HB Revenues: Pulte reported 3Q adj. EPS (ex-charges) of $3.39,
海外研报
2024年10月23日
GS--RTX Corp. (RTX): 3Q24 First Take: Results mixed by segment
Bottom Line: RTX 3Q24 revenue, EBIT, EPS, and FCF are ahead of consensus, but
海外研报
2024年10月23日
Tarrific Analysis--Market Comments
When the Fed cut rates by ‘only-in-an-emergency’ 50bps on September 18 as it Orwell-style said
海外研报
2024年10月23日
The USD looks overvalued vs G10 but not enough to trigger any sell signals
The FAST FX model continues to sit out FX markets and has triggered
海外研报
2024年10月23日
US_Presidential_Election_policies_polls_and_insights_III
Most Americans believe immigration is a top policy issue,
海外研报
2024年10月24日
