海外研报

GS--Global Rates Notes: 4Q24 Treasury Refunding Preview

Our projected deficit path suggests modest downside risks to Treasury’s n

HSBC_FX Tactician-20241018

The USD continues to be dominated by the outlook for relative interest rates,

GS--The 720: ANZ Retail – Metcash Downgrade, China Brokers

We examine the changing retail landscape in Australia amid: 1) the re-acceleration of

Top of Mind_ Post-election economic policies

With all eyes on the fast-approaching US election amid a close race between two

GS--Better Labor Market Data, Improved Consumer Outlook (Briggs)

Spending: Real consumer spending increased in August (+2.9% yoy; +3.1% n

GS--US Week Ahead: October 21 - October 27

Monday, October 21There are no major economic data releases scheduled.

BofA--A look at cost ramp and opportunity

Overview of Project Kuiper, investors eye NT spend

BofA--3Q Heads Up: AT&T reporting tomorrow

Momentum in core wireless and broadband segments