海外研报

GS--The 720: ANZ Retail – Metcash Downgrade, China Brokers

We examine the changing retail landscape in Australia amid: 1) the re-acceleration of

Top of Mind_ Post-election economic policies

With all eyes on the fast-approaching US election amid a close race between two

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