海外研报

Barclays_The AAA Investor Belgian regions and communities_20241024

Belgian regions and communities have attracted investor interest in recent months, especially

BofA_Situation Room Weaker foreign demand for back-end bonds_20241023

The lack of demand for back-end bonds from foreign investors is one reason for the

BTC post election playbook

Bitcoin prices have been driven higher in recent weeks, along with other popular Trump trades.

Citi Equities_ Mean Reversion + Micro EPS Onslaught

Uglier session for risk yesterday w/ NDX -1.55%, SPX -92bps, RTY -77bps, and SPW -33bps on slightly elevated

Citi_Weekly Supply Monitor Euro, US, and UK Supply Outlook_20241024

CITI'S TAKE We expect around €13bn of EGB supply next week from Germany and Italy.

Commercial Real Estate Chartbook--Commercial Real Estate Chartbook

The commercial real estate (CRE) space has increasingly been the

Deutsche Bank Research - Tesla - Oct 24 FSD boosts Q3 margin; volume inflecting upward in 4Q/2025

Tesla delivered impressive Q3 margin in both Auto (boosted by FSD) and Energy .

Deutsche Bank Research - US Internet - Oct 24-3 Mixed Data and AV Debate Dominate Discussions

Uber and Lyft are expected to report 3Q earnings on 10/31 (before market open) and

Weekly HF Highlights:Am and China, Continue to Buy Japan; Performance Strong as HFs s

Hedge funds were net sellers of Global equities as selling from Equity L/S funds outweighed buying from Multi-Strat / Macro

GS--First Take: Modest 3Q segment beat, 4Q segment profit/2024 FCF softer

Bottom line: Modest 3Q segment beat, 4Q segment profit/2024 FCF softer.