海外研报

BofA_T-Mobile US_20240920

Guiding to sector leading growth; PO to $220T-Mobile’s (TMUS) capital markets day (CMD) focused on its growth plans through

A Fresh Coat Of Paint

After widespread speculation on social media, a Chinese zoo has finally admitted that their “panda bears” are actually “panda dogs”. Or, well, just some regular dogs with painted furs. In similar

GS--CCCs: Unloved no more

The CCC index has notably compressed vs. the broader HY index, driven largely

GS--Weekly Fund Flows Chasing Mainland China

Global fund flows, week ending October 9

GS--ECB—Cuts 25bp and Leaves Guidance Unchanged0005

BOTTOM LINE: The Governing Council cut policy rates by 25bp, as widely expected.

MS ---F3Q Earnings Preview: No Sign of Build Cuts Yet, but Are They to Come?

Our Dec Q rev/EPS forecasts are now 1-2% below consensus given mixed iPhone data points,