海外研报

MS_The Weekly Worldview- Hopscotch_20241014

A few months ago we published Divergent, convergent...it's about time, where we

GS--Sponsor Activity Barometer Issue #33

We update our Sponsor Activity Barometer for the latest weekly datapoints (as

GS--US Autos & Industrial Tech 3Q24 earnings preview

We expect positive results and guidance this quarter from select companies with

Weekly Warm-up: Rates and Economic Data Surprises

Further stabilization in the economic surprise index should

GS-- Downgrade ETSY to Sell

As we head into Q3’24 eCommerce earnings, we address key industry themes and

Barclays_Americas Morning Research Summary_20241015

Barclays Live.Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies covered in its research

GS--What the latest state data tells us about US gaming

We update our US online sports betting (OSB) and iGaming GGR trackers,

MS_Cross-Asset Spotlight - Signals, Flows & Key Data_20241014

A weekly summary of key cross-asset monitors, data, moves and

GS-- Forecasting a 50bp Cut at the October BoC

BOTTOM LINE: Headline CPI inflation declined by 0.4pp to +1.6% yoy in September,