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GS--Boeing Co. (BA): 3Q24 First Take: In-line with pre-announcement, new CEO lays out path forward

Bottom line: BA 3Q24 results are in-line with preliminary results from October 11.
海外研报

BofA_Investor Sentiment- Risk-Love That time of the year_20241023

Global Risk-Love: euphoric vibes
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BofA_Morning Market Tidbits The prospects for tariffs in North America_20241023

10% across the board if Trump elected?
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GS--First Take: Revenue miss driven by Consulting, with better growth in Software & solid margins

Key stock takeaways: We expect the stock to pull back following results, given therevenue miss in
海外研报

JPM_G10FX_20241023

Market moves continue to follow the drift towards Trump in the betting odds, clearly thatoutcome ifrealized isn't fully priced
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GS--Prime_Insights_and_Analytics_Chart_Pack_October_2024_-_Marquee

Fundamental L/S returns are up +0.6% in Oct MTD (now up +12% on the year), driven by positive alpha and to a lesser extent
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GS--South Africa: Inflation Moderates in September, In Line with Expectations

Bottom line: Headline inflation declined from 4.4%yoy to 3.8%yoy and core inflation
海外研报

GS--South Africa: Inflation Moderates in September, In Line with Expectations02

Bottom line: Headline inflation declined from 4.4%yoy to 3.8%yoy and core inflation
海外研报

The Real Risk Is Japan

Japan’s real policy interest rate differential versus the US stands at an unprecedented
海外研报

GS--Attractive Options on Big Earnings Movers

Big earnings-day moves are happening more frequently than any time in the
海外研报