海外研报
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JPM_US Market Intell Afternoon Briefing_20241021
SPX -0.2%,NDX +0.2%,RTY -1.6%.WTl+163bps at $70.35, NatGas +332bps to $2.33, UKNatGas +220bps to ￡1.0015,
海外研报
2024年10月22日
What drives US voters?--US special
We analyze a 2022 survey from AP VoteCast to understand what drives US voters. We find
海外研报
2024年10月22日
Jefferies--Back to Autos in Q3
"We, Robot" mostly fell flat. Without much indication of progress on either
海外研报
2024年10月23日
EM EMEA Weekly--Growth rotation, delayed disinflation and geopolitics
Macro focus: Several trends are gaining traction across EM EMEA. 1) On real GDP
海外研报
2024年10月23日
Japan_ simulation of a risk scenario coalition government losing its majority
This is a simulation of a risk scenario in which the LDP loses a significant
海外研报
2024年10月23日
GS--PulteGroup Inc. (PHM): 3Q24 First Take
3Q Beat Driven By HB Revenues: Pulte reported 3Q adj. EPS (ex-charges) of $3.39,
海外研报
2024年10月23日
GS--RTX Corp. (RTX): 3Q24 First Take: Results mixed by segment
Bottom Line: RTX 3Q24 revenue, EBIT, EPS, and FCF are ahead of consensus, but
海外研报
2024年10月23日
