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China optimism exaggerated

Topic of the week: Upward revision to our gold price forecastImportant news of the last few days: Escalation in the Middle East conflict pushes up
海外研报

GS South Korea_ The Emergency Supplementary Budget Entails Extra Spending of 0.9_ of GDP, Funded Entirely by Excess Revenues

海外研报

JPM_Interntational Market Intell Morning Briefing_20240927

OVERNIGHT BRIEFEU/US trade: European Equities rose ($XxP 1.2%, $X5E 2 2%) with new ATHs for DAX
海外研报

MS US Economics Weekly The Fed is monitoring inflation expectations—but how

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GS Japan_ BOJ's April Branch Managers' Meeting_ Confirms High Wage Settings

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JPM - Netflix NFLX trending 1Q preview focus on engagement us price increases ads potential upside to 2 op margin guide

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JPM_Credit Calls Friday, October 18, 2024

FeatureMedicaid challenges and Implieations for Credit: Supports ELy UW;Donngrading cNe to Neutral
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GS Midday Market Intelligence_ under the big top

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GS--First Take: In-line quarter with guidance reiterated; focus turns to broadband strategy

The bottom line: We expect a muted stock reaction following an in-line quarter, with
海外研报

GS Korea Weekly Kickstart_ KOSPI rallied +9_ wow amid US-Iran ceasefire news and better than expected preliminary Q1 earnings

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