海外研报

TOP 5 CLIENT QUESTIONS

Is the US in recession or will it be in the next 12 months? Recession probably hasn’t started yet. The economy is entering a soft patch but the Fed will now begin cutting every

GS--Boeing Co. (BA): Updating for 3Q24 preliminary results

Boeing expects to report 3Q revenue of $17.8bn, a GAAP loss per share of ($9.97),

GS--GC Tech: iPad mini new launch; read across to supply chain and stock ideas

In this report, we highlight the key specification changes of Apple’s iPad mini new

Weekly HF Highlights:

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

BNP QToW_20241118