海外研报
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Maybe the Third Time Isn’t the Charm
The European Central Bank surprised nobody by cutting its deposit facility rate to 3.25%
海外研报
2024年10月20日
GS--Netflix Inc. (NFLX): Q3’24 Earnings First Take
We expect the market to have a muted to positive reaction to Netflix’s Q3 ‘24
海外研报
2024年10月20日
GS--Q3’24 Earnings Review: Solid Operating Results Maintain Investor Momentum on Key Themes
Netflix reported a solid Q3’24 earnings report driven by
海外研报
2024年10月20日
Press conferences, meetings and summits
Yesterday’s press conference by ASML’s CEO Fouquet did little to reassure investors. After a
海外研报
2024年10月20日
UBS--Chartset Global Listed Investment strategy
2020 was characterized by extreme volatility giveneconomic lockdowns imposed by
海外研报
2024年10月20日
SocGen - FX View - ECB – all priced in but nowhere to go001
Happy ECB day! A 25bp cut is almost universally anticipated, so all eyes will be on Christine’
海外研报
2024年10月20日
SocGen_On Our Minds ECB cuts by 25bp with no pushback on market pricing_20241017
As expected, the ECB cut rates by another 25bp today, arguing that the disinflationary
海外研报
2024年10月20日
SocGen_The Systematic Investor Report What the FX factors are telling us about
Currencies remain very data driven in the current environment. The US dollar has
海外研报
2024年10月20日
GS--with large caps outperforming further
Performance: MSCI/All Taiwan +3.1%/+2.2% this week,
海外研报
2024年10月20日
