海外研报

Weekly commentary--Our anchor in choppy markets

Our anchor in choppy markets• We stay risk-on heading into Q4 due to a favorable near-term macro backdrop.

GD--CONSUMERS STILL LAG ON GETTING BACK INTO DEBT

Concern about the state of consumer balances on the debt side is misplaced. Usage of

GS--Asia Credit Notes: Search For Carry In Banks and HY

With the 50bps Fed cut and China policy easing, the macro backdrop continues to

GS--Boeing Co. (BA): September aircraft order & delivery report01

Boeing reported 65 gross new aircraft orders, no outright cancellations, and (66)

BofA_Global Energy Weekly US power prices ease as capacity soars_20241007

US power loads and generation are at all-time highs…

GS-- first bio-tech trait earnings coming through

Biotech seeds - improved visibility on trait payment:

GS--Focus on 3Q24 results for potential earnings revisions

As discussed in our prior report (Sept 23), we believed market expectations for the

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