海外研报
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The USD and the US election: the 4% rule
Polls remain very close ahead of the US presidential election, making it
海外研报
2024年10月24日
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
海外研报
2024年10月24日
GS--USA: Existing Home Sales Slightly Below Expectations
BOTTOM LINE: Existing home sales declined 1.0% to 3.84 million units in
海外研报
2024年10月24日
“When the minds change…”: new scenario
As we wrote in February, this famous quote, attributed to John Maynard
海外研报
2024年10月25日
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
海外研报
2024年10月25日
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
海外研报
2024年10月25日
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
海外研报
2024年10月25日
Barclays_Economic outlook Creating space_20241023
Plausible policy announcements at the Budget would suggest
海外研报
2024年10月25日