海外研报

Barclays_Americas Morning Research Summary_20241023

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all

GS--BMW (BMWG.DE) China in focus at 3Q

Estimates ahead of consensus for 3Q - In what should prove a

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.

BofA_Investor Sentiment- Risk-Love That time of the year_20241023

Global Risk-Love: euphoric vibes

BoJ expected to leave rates on hold while noting increased confidence in its outlook

The BoJ will hold a Monetary Policy Meeting on October 30-31 and release the

CAD_ how different_

The USD has been able to hold onto its gains so far this week as the currency remains

Weekly HF Highlights:

Hedge funds were net sellers of Global equities as selling from Equity L/S funds outweighed buying from Multi-Strat / Macro

GS--First Take: Revenue miss driven by Consulting, with better growth in Software & solid margins

Key stock takeaways: We expect the stock to pull back following results, given therevenue miss in

Domestic politics: Could a push to oust Ishiba intensify if the ruling coalition loses its majority?

A number of recent media analyses have suggested that the ruling coalition between the