海外研报

The USD and the US election: the 4% rule

 Polls remain very close ahead of the US presidential election, making it

GS--Phone net additions above the Street, with a slight uptick to guidance

Key stock takeaways: We expect the stock to move modestly higher following

GS--USA: Existing Home Sales Slightly Below Expectations

BOTTOM LINE: Existing home sales declined 1.0% to 3.84 million units in

“When the minds change…”: new scenario

As we wrote in February, this famous quote, attributed to John Maynard

GD--EA PMI: FEWER JOBS, FASTER DISINFLATION... DEEPER CUTS?

Today's flash Euro Area (EA) PMIs confirm our view that faster core disinflation is coming on the back of

GD--US ELECTION – GETTING READY FOR (TRADE) WAR

Here we go again. The US election has a binary outcome for China macro and markets. While

Barclays - Tesla - 3Q First Look – 3Q beat...a near-term boost as fundamentals looking positive

Auto gross margin ex-reg. credits, incl. SBC 17.1%, strong beat

Barclays_Economic outlook Creating space_20241023

Plausible policy announcements at the Budget would suggest