海外研报

GS--Earnings matters: 10 key takeaways from 6000+ companies’ 2Q/1H24 results

Offshore led A-shares. 1H24 profit growth came in at 12%/0% forMXCN/CSI300. 41% of market cap beat expectations while 35% missed.

FX Model Trend & Strategy

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk

JPM_Credit Calls Wednesday, September 18, 2024

It is easy to be wise after the event, We attended the World Chemicals Forum inHouston hosted byChemical Market Analytics (OPiS) last week, The general tonewas relatively bearish in our view with recent (and planned) capacity expansionefforts and

BofA_A Week Ahead Companies reporting – 23rd September to 27th September_20240919

under the FINRA rules.Refer to "Other Important Disclosures" for information on certain BofA Securities entities that take

Global Strategy Weekly

I must apologise for falling asleep on the job. I hadn’t spotted that the US personalsaving ratio (SR) had slid all the way back to what I would describe as crisis levels.

GS CHINA - What's New since Friday Close?

Asia (both DM and EM combined) was the most

Near-Term EBIT Expectations Still Seem High, but Why We Are Bullish into '25

We see tactical risk to 4Q EBIT but are buyers on weakness into

UBS--Weekly Global_en_1625689

Deeper DiveHigher-than-expected US inflation data released on 10 October added fuel