海外研报

Barclays_Netflix, Inc_20241007

NFLX’s premium valuation is predicated on revenue growth

BofA_Liquid Insight Is US election risk already overpriced_20241007

Fade USDCNH vol risk premium into US election

UBS--“Trade-in” program boosts 2H new electric vehicle sales

We turn more positive on the outlook for Chinese

DB--Thematic Research

Despite growing geopolitical risks, which have pushed oil prices to their biggest

UBS--Why senior loans can deliver attractive returns amid falling interest rates

Given evidence of continued economic resilience and

JPM_G10FX_20241007

The arpuen! lomn the heu euro tuis tial mwere out thare a fon meeks back was a corntraned

Precious Metals Trading Desk View

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views

GS-- Added Volatility or Fundamental Opportunity?

Investors aiming to generate attractive volatility-adjusted returns, are faced

GS-- first bio-tech trait earnings coming through

Biotech seeds - improved visibility on trait payment:

GS--Focus on 3Q24 results for potential earnings revisions

As discussed in our prior report (Sept 23), we believed market expectations for the