海外研报

Barclays - Tesla - 3Q First Look – 3Q beat...a near-term boost as fundamentals looking positive

Auto gross margin ex-reg. credits, incl. SBC 17.1%, strong beat

Barclays_Economic outlook Creating space_20241023

Plausible policy announcements at the Budget would suggest

Barclays_The AAA Investor Belgian regions and communities_20241024

Belgian regions and communities have attracted investor interest in recent months, especially

Barclays_The Coca-Cola Company Course Correction_20241024

3Q volumes came in lighter than anticipated, and this miss - coupled with implied 4Q organicsales

BofA on USA Weekly spending update through Oct 19_20241024

• Total card spending per household (HH) was up 1.9% y/y in the week ending Oct 19,

Today’s tidbits: New Prime fuel savings and more details on low-cost storefront

Fueling up for more Prime benefitsAmazon Prime members can now save $0.10 per gallon at approx. 7,000 BP, Amoco, and

BofA_Liquid Insight US rates and election FAQ _20241024

Election now dominates US rate client Qs

BTC post election playbook

Bitcoin prices have been driven higher in recent weeks, along with other popular Trump trades.

UBS--Chinese government bonds002

Chinese government bonds (CGBs) have sold off recently, led by the long

Citi Equities_ Mean Reversion + Micro EPS Onslaught

Uglier session for risk yesterday w/ NDX -1.55%, SPX -92bps, RTY -77bps, and SPW -33bps on slightly elevated