海外研报

Commercial Real Estate Chartbook--Commercial Real Estate Chartbook

The commercial real estate (CRE) space has increasingly been the

Commodity_Tracker_unclear_road_ahead

Oil prices are volatile due to intensifying geopolitical tensions in the Middle East. Global oil supply remains stable, but the

Deutsche Bank Research - 3Q Preview: Numbers Risk Overstated, Buy The Potential Dip

At this point, we believe that the concerns around Amazon guiding 4Q OI below

Deutsche Bank Research - Coca-ColaQuick Take - KO's 3Q24 results

Overall, KO reported a strong/solid quarter on the income statement relative to DBe/

Deutsche Bank Research - General Motors - Oct 23 Raining buybacks

The magnitude of GM’s stock price jump yesterday (+10% vs. S&P 500 flattish)

Deutsche Bank Research - Global Autos Daily - Oct 23

General Motors - 3Q24 Earnings First Take (Yu)

Deutsche Bank Research - Tesla - Oct 24 FSD boosts Q3 margin; volume inflecting upward in 4Q/2025

Tesla delivered impressive Q3 margin in both Auto (boosted by FSD) and Energy .

Deutsche Bank Research - US Internet - Oct 24-3 Mixed Data and AV Debate Dominate Discussions

Uber and Lyft are expected to report 3Q earnings on 10/31 (before market open) and

GS--The China Growth Trade—What’s Priced and What’s Ahead (Chang)

Markets have priced a significant upgrade to China growth in recent weeks after n

GS--: Manufacturing Output Expectations Improve in the US, Decline Elsewhere (Dong)

The DM composite flash PMI fell by -0.3pt in October to 51.8; the o