海外研报

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.

JPM_EMFX_20241024

SA inflation printed bang on in line with expectations yesterday with headline casing to 3.8%oya and core flat at 4.1%. Not

Japan, the Elections and the BOJ

USD/JPY runs the risk of trading at 155 again as the BOJ backs away from the

Michael Every - Early Voters Favouring Trump

The partial data from US early voting underway trumps opinion polls given this is what

Must Read - A Nuclear Renaissance for SMRs

Key TakeawaysFollowing several high profile nuclear power announcements involving large tech

Nobody Actually Directly Reads Anything

More US opinion polls are out: a mixed bunch but including a Wall Street Journal Trump +2,

SocGen - FX View - Two weeks of intense uncertainty lie ahead!

The dollar is down against all the other G10 currencies this morning (marginally, in some