海外研报

Hotter-than-expected September CPI adds to case

The September CPI report surprised to the upside across the board, with

GS--Valuations keep expanding, but margin upside

We adjust earnings estimates for our Pharma coverage to factor in monthly sales

GS--3QCY24 earnings preview

Performance: NIFTY closed flat w/w. Pharma, Autos led

UBS-- Fiscal anchor reinforced, but external uncertainties remain

Argentina’s remarkable commitment to fiscal

GS--risk for strong yen/inbound sales;

Results overview: 1H2/25 operating profits of ¥39.4 bn (+100%yoy, +63% vs.

GS--J.P. Morgan Chase & Co. (JPM): First Take - A robust beat across every line

JPM reported 3Q24 EPS of $4.37 vs GSe/Visible Alpha Consensus Data

Jefferies - Chris Wood - Great expectations_20241010

GREED & fear continues to believe that the biggest near-term risk to markets remains

JPM_Credit Calls Friday, October 11 2024

The Becing story has become inereasingly complex, The company isoverhauling its

JPM_EMFX_20241011--Europo hon Repearch Other

LS cPl prrled hghor han oogpecb0d yesdayb.t amp in the hntal johass ciaims number saw a m

JPM_G10FX_20241011--Europe hion Research Othar

i thought CPl woukdn'i move the neecle mesttanly and so il proved ouetsl, sore sckier cemmarts