海外研报

GS--Boeing Co. (BA): 3Q24 First Take: In-line with pre-announcement, new CEO lays out path forward

Bottom line: BA 3Q24 results are in-line with preliminary results from October 11.

BoJ expected to leave rates on hold while noting increased confidence in its outlook

The BoJ will hold a Monetary Policy Meeting on October 30-31 and release the

CAD_ how different_

The USD has been able to hold onto its gains so far this week as the currency remains

Weekly HF Highlights:

Hedge funds were net sellers of Global equities as selling from Equity L/S funds outweighed buying from Multi-Strat / Macro

GS--First Take: Revenue miss driven by Consulting, with better growth in Software & solid margins

Key stock takeaways: We expect the stock to pull back following results, given therevenue miss in

Domestic politics: Could a push to oust Ishiba intensify if the ruling coalition loses its majority?

A number of recent media analyses have suggested that the ruling coalition between the

Japan_ scenario matrix of the Lower House election

We updated the scenario for the Lower House election to take into account

Market moves continue to follow the drift towards Trump in the betting odds

US: Stocks closed lower; NDX lagged. Bond yields resumed the upward momentum: 2y and 10yare 5bp and 4bp higher,

GS--Prime_Insights_and_Analytics_Chart_Pack_October_2024_-_Marquee

Fundamental L/S returns are up +0.6% in Oct MTD (now up +12% on the year), driven by positive alpha and to a lesser extent