海外研报

Tarrific Analysis--Market Comments

When the Fed cut rates by ‘only-in-an-emergency’ 50bps on September 18 as it Orwell-style said

The USD looks overvalued vs G10 but not enough to trigger any sell signals

The FAST FX model continues to sit out FX markets and has triggered

UBS_Microsoft Corp. The Microsoft-OpenAI Relationship_20241020

SummaryOver the last several weeks, concurrent with OpenAI’s latest funding round, a number of

GS--First Take: In-line quarter with guidance reiterated; focus turns to broadband strategy

The bottom line: We expect a muted stock reaction following an in-line quarter, with

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

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

We think U.S. corporate earnings strength will keep broadening beyond tech in

US_Presidential_Election_policies_polls_and_insights_III

Most Americans believe immigration is a top policy issue,