海外研报

GS--From rates to growth - pro-risk with hedges into year-end

After the summer ‘risk off’, risky assets quickly recovered due to a dovish Fed n

MS_ECB Review - October Is Not December_20241017

Economics | October cut delivered: As expected, the ECB delivered another 25bp cut today.

GS--Better Labor Market Data, Improved Consumer Outlook (Briggs)

Spending: Real consumer spending increased in August (+2.9% yoy; +3.1% n

UBS - Tesla, Inc

TSLA 3Q24 results and commentary were better than expected and should give bulls