海外研报

Albert Edwards - These are the most extraordinary of times

The US consumer has surprised on the upside recently. But these gains have been

Citi_Asia Open - Punched in the sentiment face

NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONAL

GS--GC Tech: iPad mini new launch; read across to supply chain and stock ideas

In this report, we highlight the key specification changes of Apple’s iPad mini new

JPM_Flows & Liquidity Why equity and credit investors got it right while rate investors

While traditionally rate markets were perceived to have been moresuccessfulthan equityor credit markets in anticipating the =

JPM_US Market Intell Morning Briefing_20241016

SPX +0.0%, NDX +0.1%,RTY +0.4%.WTl -28bps at $70.38, NatGas -52bps to $2.49, UKNatGas +58bps to 0.9937,Gold %,D

GS--A stronger capital markets and wealth top and bottom line

MS reported 3Q24 EPS of $1.88 vs GSe/Visible Alpha

GS--First Take: A well-rounded beat in each business

MS reported 3Q24 EPS of $1.88 vs GSe/Visible Alpha Consensus Data at

MS_Thematic Alpha - Conviction into Earnings_20241016

Consensus expectations are for S&P 500 3Q EPS to be up +3% Y/Y on sales

UBS--Range-trading continues

Despite an undersupplied market, platinum keeps range-trading as