海外研报

The USD looks overvalued vs G10 but not enough to trigger any sell signals

The FAST FX model continues to sit out FX markets and has triggered

UBS_Microsoft Corp. The Microsoft-OpenAI Relationship_20241020

SummaryOver the last several weeks, concurrent with OpenAI’s latest funding round, a number of

weekly-investment-commentary-en-us-20241021-us-earnings-strength-stands-out

We think U.S. corporate earnings strength will keep broadening beyond tech in

US_Presidential_Election_policies_polls_and_insights_III

Most Americans believe immigration is a top policy issue,

GD--TAXES, TARIFFS, DEFICITS — WHERE IS THE PRESSURE POINT?

Harris or Trump, the deficit grows – but Trump uses tariffs to finance government.

GS--Argentina: Real GDP Growth Was Again Better-Than-Expected in August (Armella)

Bottom Line: Real GDP, as measured by the EMAE monthly activity indicator,contracted

GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update002

The MXAPJ Index rose 0.3% today. Korea and China markets outperformed, while

GS--AT&T Inc. (T): Solid quarter with better profitability should bolster

Key stock takeaways: We expect the stock to hold its gains following a solidquarter,

Barclays_Americas Morning Research Summary_20241023

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all

GS--BMW (BMWG.DE) China in focus at 3Q

Estimates ahead of consensus for 3Q - In what should prove a