海外研报

BTC post election playbook

Bitcoin prices have been driven higher in recent weeks, along with other popular Trump trades.

Citi Equities_ Mean Reversion + Micro EPS Onslaught

Uglier session for risk yesterday w/ NDX -1.55%, SPX -92bps, RTY -77bps, and SPW -33bps on slightly elevated

Citi_Weekly Supply Monitor Euro, US, and UK Supply Outlook_20241024

CITI'S TAKE We expect around €13bn of EGB supply next week from Germany and Italy.

Commercial Real Estate Chartbook--Commercial Real Estate Chartbook

The commercial real estate (CRE) space has increasingly been the

Deutsche Bank Research - Tesla - Oct 24 FSD boosts Q3 margin; volume inflecting upward in 4Q/2025

Tesla delivered impressive Q3 margin in both Auto (boosted by FSD) and Energy .

Deutsche Bank Research - US Internet - Oct 24-3 Mixed Data and AV Debate Dominate Discussions

Uber and Lyft are expected to report 3Q earnings on 10/31 (before market open) and

Weekly HF Highlights:Am and China, Continue to Buy Japan; Performance Strong as HFs s

Hedge funds were net sellers of Global equities as selling from Equity L/S funds outweighed buying from Multi-Strat / Macro

GS--First Take: Modest 3Q segment beat, 4Q segment profit/2024 FCF softer

Bottom line: Modest 3Q segment beat, 4Q segment profit/2024 FCF softer.

JPM_EMFX_20241024

SA inflation printed bang on in line with expectations yesterday with headline casing to 3.8%oya and core flat at 4.1%. Not

Japan, the Elections and the BOJ

USD/JPY runs the risk of trading at 155 again as the BOJ backs away from the