海外研报

GS--Financial Account Showed Sizeable Outflows

Bottom Line: The current account balance improved from a surplus of US$0.8bn

GS--The Budget, Gilts & the Investment Summit

A budget for investment: Signaling from the government

GS--Estimating 0.24% for September Core PCE

BOTTOM LINE: September core CPI rose 0.31% month over month, above

FX Fair Value Update--USD long-term fair value recovers in Q224

The USD saw its long-term fair value increase across the board in Q224

GS--Weekly Fund Flows Chasing Mainland China

Global fund flows, week ending October 9

GS--with NII and expense guidance largely reiterated

WFC reported 3Q24 EPS of $1.42, better than Visible Alpha Consensus

Week 4 October – 10 October

• Mixed week for XCCY markets. EURUSD and USDJPY XCCY saw better offering flows

GS--Framing The Margin Narratives; Reiterate Positive Stance Across Multiple Themes

We expect the following themes to be on display in Amazon’s Q3’24

BofA_ASML Holding N.V_20241016

Sobering update; cutting ests; PO cut to €870; Buy

Japan economic update_ 2024-29 economic scenario

2024: negative growth