海外研报

GS--BP Plc (BP.L): Data Update: Adjusting our estimates ahead of 3Q24 results

We make adjustments to our 3Q24 estimates (release due on October 29) to reflect

Commodities Weekly--Oil markets remain on tenterhooks with uncertainties abound

Global commodities: Seldom has the degree of uncertainties surrounding the oil

DB--Airbnb: Takeaways from Call with AirDNA

Yesterday, we hosted an expert call with Jamie Lane, Vice President of Research at

DB--Insights from 2024 DB Software Tour

We had the pleasure of hosting a two day investor bus trip in the SF Bay Area which

GS--3Q-24 Earnings Preview: Let the Data Speak

The earnings season kicks off next week. By the end ofNovember, 375 of the STOXX 600 constituents should have

GS--KOSPI rebounded by 1.1% amid the BoK first cut and WGBI inclusion

n KOSPI rebounded by 1.1% amid the BoK first cut and

GS--Pulp & Paper: No Change in China Pulp/Paper Sentiment for Now

As China returns from the long Golden Week holidays, buyers and sellers are slowly

GS--Russia: Inflation Declines Slightly Less than Expected

Bottomline: Rosstat published its estimate of September inflation at 8.6% yoy, in

SocGen - Market Wrap-up - Where do we stand after the recent rally

Credit spreads improved strongly last week, with the USD IG index at its tightest

SocGen - On Our Minds - ECB preview - a cut to confirm that data trump guidance

Next week, we expect the ECB to continue lowering the deposit rate, reducing it by 25bp