海外研报

JPM_Commodity Market Positioning and Flows_20241021

The estimated value of open interest across global commodity marketsdeclined by-0.7% WOW(-$9.9 billion) to $1.4 trillion as o

JPM_Credit Calls Tuesday, October 22, 2024

High Grade Manufacturing: Initiating Coverage of IR and JCI atOverweight;4024 Handbook (Evan Piascik)Time is a sort ofriver ofpassi

GS--Generally in-line qtr; is decelerating growth enough relative to valuation?

Bottom Line: LMT reported mixed 3Q24 results as MFC segment EBIT is well

MS ---F3Q Earnings Preview: No Sign of Build Cuts Yet, but Are They to Come?

Our Dec Q rev/EPS forecasts are now 1-2% below consensus given mixed iPhone data points,

MS_US Election Brief_20241022

Everything you need to know about the election, along with our recent research pertaining to the 2024 US elections and upcoming webcasts, events, and podcasts.

UBS_Microsoft Corp. The Microsoft-OpenAI Relationship_20241020

SummaryOver the last several weeks, concurrent with OpenAI’s latest funding round, a number of

Deutsche Bank Research - Coca-ColaQuick Take - KO's 3Q24 results

Overall, KO reported a strong/solid quarter on the income statement relative to DBe/