海外研报
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Us Equity StrategyEarnings Brief 2Q24: August 19
With 87.9% of the S&P 500's market cap reported, we will be transitioning to a weeklyEarnings Brief for the remainder of the season..
海外研报
2024年08月20日
GS--KOSPI rebounded by 1% despite sustained semi weakness
KOSPI rebounded by 1% despite sustained semiweakness ahead of Chuseok holiday. The Steel,
海外研报
2024年09月16日
Barclays_U.S. Equity Strategy Food for Thought- Value vs. Growth, Post-Rate
In past non-recessionary rate cutting cycles, median Valuereturns surpassed those of Growth immediately after the "first"
海外研报
2024年09月21日
UBS--Chinese government bonds
The PBoC announced further measures to support the property
海外研报
2024年09月29日
GS--Weekly Options Watch Option Buying opportunities for 3Q earnings season
One of our preferred options strategies ahead of earnings is buying straddles onnames where implied moves are inexpensive relative to their typical earnings-day
海外研报
2024年10月11日
SocGen_On Our Minds A very French budget- 2 3 from spending cuts and 70 from tax hikes_20241010
The details of France’s budget are finally out. After a deficit of 6.1% in 2024, the target is
海外研报
2024年10月13日
Not so different after all--Global Daily
They are not so different after all.” This weekend, the Chinese government’s press conference left
海外研报
2024年10月16日
GS--China: September activity data beat low expectations – First Take
China’s September activity data broadly beat low expectations, taking Q3 GDP
海外研报
2024年10月19日
GS--Transport Chartbook | Top of Mind
Ithaca Energy – reinstate at Buy post ENI UK deal – We believe that Ithaca Energy’s
海外研报
2024年10月23日
