海外研报

GS--Monthly Tracker — September 2024

This monthly report includes charts and tables with key global data points for the

GS--First Take: A well-rounded beat in each business

MS reported 3Q24 EPS of $1.88 vs GSe/Visible Alpha Consensus Data at

MS - China's Fiscal Package Part 1

0.5ppt of GDP fiscal stimulus this year• 30bp policy rate cut; 50bp RRR cut (with forward

GS--Phone net additions above the Street, with a slight uptick to guidance

Key stock takeaways: We expect the stock to move modestly higher following