海外研报
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GS--South Africa: Inflation Moderates in September, In Line with Expectations
Bottom line: Headline inflation declined from 4.4%yoy to 3.8%yoy and core inflation
海外研报
2024年10月24日
The Real Risk Is Japan
Japan’s real policy interest rate differential versus the US stands at an unprecedented
海外研报
2024年10月24日
The USD and the US election: the 4% rule
Polls remain very close ahead of the US presidential election, making it
海外研报
2024年10月24日
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
海外研报
2024年10月24日
GS--USA: Existing Home Sales Slightly Below Expectations
BOTTOM LINE: Existing home sales declined 1.0% to 3.84 million units in
海外研报
2024年10月24日
GS--Attractive Options on Big Earnings Movers
Big earnings-day moves are happening more frequently than any time in the
海外研报
2024年10月24日
GS--Post-election economic policies, more monetary easing, lower long-term US equity returns
Post-election economic policies
海外研报
2024年10月24日
GD--EA PMI: FEWER JOBS, FASTER DISINFLATION... DEEPER CUTS?
Today's flash Euro Area (EA) PMIs confirm our view that faster core disinflation is coming on the back of
海外研报
2024年10月25日
GD--US ELECTION – GETTING READY FOR (TRADE) WAR
Here we go again. The US election has a binary outcome for China macro and markets. While
海外研报
2024年10月25日
GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update003
The MXAPJ Index dropped 0.6% today. Singapore and Australia markets
海外研报
2024年10月25日
