海外研报

GS--US Weekly Kickstart03

Aggregate S&P 500 trailing 4-quarter Return on Equity (ROE) has remained flat YTD at 21%.

Barclays_Netflix, Inc_20241007

NFLX’s premium valuation is predicated on revenue growth

SocGen - FX View - ECB – all priced in but nowhere to go001

 Happy ECB day! A 25bp cut is almost universally anticipated, so all eyes will be on Christine’