海外研报

GS--Framing The Margin Narratives; Reiterate Positive Stance Across Multiple Themes

We expect the following themes to be on display in Amazon’s Q3’24

GS--Framing The Margin Narratives; Reiterate Positive Stance Across Multiple Themes002

We expect the following themes to be on display in Amazon’s Q3’24

GS--Another well-rounded beat, with focus on the NII outlook

BAC reported 3Q24 EPS of 81¢, vs. GSe/Visible Alpha Consensus Data 73¢/75¢,

BofA - Harnett - Global Fund Manager Survey Bull Charge_20241015

Bottom Line: the biggest jump in investor optimism since Jun'20 on Fed cuts, China

BofA_Market Analysis Comment Key indices and indicators heading into the election_20241015

SPX bullish: Cup and handle counts to 5930 and 6180

China_commodity_trade_data_September_2024

China’s commodity imports were strong in September as restocking continued.

GS--suggests guidance achievable

Pre-US open today, GMAB’s partner JNJ (covered by Chris Shibutani) reported 3Q24

GS--Europe Electrification | Retail

Europe Electrification – Draghi plan – Mr Mario Draghi recently presented a study he

GS--Week of October 6: Weekly Scale Moves Up Despite Rise in Rates

Weekly Scale Reflects Higher Home