海外研报

GS--Better Labor Market Data, Improved Consumer Outlook (Briggs)

Spending: Real consumer spending increased in August (+2.9% yoy; +3.1% n

GS--US Week Ahead: October 21 - October 27

Monday, October 21There are no major economic data releases scheduled.

BofA--A look at cost ramp and opportunity

Overview of Project Kuiper, investors eye NT spend

BofA--3Q Heads Up: AT&T reporting tomorrow

Momentum in core wireless and broadband segments

BofA_Liquid Insight USD- “October surprise” isn’t just political_20241022

Fundamentals driving USD USD’s move in October has been justified by relative fundamentals and G10 central bank

BofA_Meta Platforms Inc_20241022

Expect modest beat; cost focus can drive EPS upside

GS--Buy developers with strong saleable pipeline

As we see China property prices stabilizing in late-25E (link), we expect coverage

GS--Fiserv Inc. (FI): First Take: 3Q24 Bottom line beat, driven by strong margin expansion

Bottom line: Fiserv delivered a Q3 beat, driven by higher than expected margins,