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GS--Falling tobacco sales and higher costs impact near term earnings, refining subsidy highlights

VEA reported a weaker than expected Q3 with Geelong gross refining margin of
海外研报

weekly-investment-commentary-en-us-20241021-us-earnings-strength-stands-out

We think U.S. corporate earnings strength will keep broadening beyond tech in
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GD--TAXES, TARIFFS, DEFICITS — WHERE IS THE PRESSURE POINT?

Harris or Trump, the deficit grows – but Trump uses tariffs to finance government.
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GS--Argentina: Real GDP Growth Was Again Better-Than-Expected in August (Armella)

Bottom Line: Real GDP, as measured by the EMAE monthly activity indicator,contracted
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GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update002

The MXAPJ Index rose 0.3% today. Korea and China markets outperformed, while
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GS--AT&T Inc. (T): Solid quarter with better profitability should bolster

Key stock takeaways: We expect the stock to hold its gains following a solidquarter,
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Barclays_Americas Morning Research Summary_20241023

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all
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GS--BMW (BMWG.DE) China in focus at 3Q

Estimates ahead of consensus for 3Q - In what should prove a
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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.
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BofA_Investor Sentiment- Risk-Love That time of the year_20241023

Global Risk-Love: euphoric vibes
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