海外研报

GS--Man Group (EMG.L): Estimate changes ahead of 3Q24 AuM

Ahead of Man Group’s 3Q24 AuM release on 17 October, we update our forecasts to

ME-cio-weekly-letter

Macro Strategy—Investors Need a More Nuanced View of the U.S. Consumer: We

Foreign Exchange Outlook

While the US presidential election is not until 5

Friday Finish – US Economics | North America Labor of Love

Data this week reinforce our view that the labor market remains

Near-Term EBIT Expectations Still Seem High, but Why We Are Bullish into '25

We see tactical risk to 4Q EBIT but are buyers on weakness into

MS_Global Economic Briefing The Global 360_20241002

Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley

MS_Tesla Inc_20241002

Ahead of next week's 10/10 'We, Robot' event in Los Angeles we

GS--F1Q25 Earnings Review: Several puts and takes in F1Q

We see several puts and takes as we step away from NKE’s F1Q25

GS--Q&A on Risks to Supply in the Middle East

Brent crude oil prices have risen 10% to $78/bbl since Tuesday as the market

Payloads and Payrolls-Global Daily

Market commentsMarkets remain concerned by developments in the Middle East. This morning oil prices were