海外研报
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GS--First Take: In-line quarter with guidance reiterated; focus turns to broadband strategy
The bottom line: We expect a muted stock reaction following an in-line quarter, with
海外研报
2024年10月23日
GS--Falling tobacco sales and higher costs impact near term earnings, refining subsidy highlights
VEA reported a weaker than expected Q3 with Geelong gross refining margin of
海外研报
2024年10月23日
GD--CHINA SENTIMENT BOOSTS EM EX-CHINA20
China and US set to drive revival in global demand. The combined impact of China’s new
海外研报
2024年10月24日
BofA_Investor Sentiment- Risk-Love That time of the year_20241023
Global Risk-Love: euphoric vibes
海外研报
2024年10月24日
preview: Election-related uncertainty a concern, but 10s20s flatteners warrant consideration
POTENTIAL POSITIVES・ Yield levels higher than at the previous two auctions
海外研报
2024年10月24日
JPM_G10FX_20241023
Market moves continue to follow the drift towards Trump in the betting odds, clearly thatoutcome ifrealized isn't fully priced
海外研报
2024年10月24日
GS--South Africa: Inflation Moderates in September, In Line with Expectations02
Bottom line: Headline inflation declined from 4.4%yoy to 3.8%yoy and core inflation
海外研报
2024年10月24日
“When the minds change…”: new scenario
As we wrote in February, this famous quote, attributed to John Maynard
海外研报
2024年10月25日
BofA_Situation Room Weaker foreign demand for back-end bonds_20241023
The lack of demand for back-end bonds from foreign investors is one reason for the
海外研报
2024年10月25日
Citi_Weekly Supply Monitor Euro, US, and UK Supply Outlook_20241024
CITI'S TAKE We expect around €13bn of EGB supply next week from Germany and Italy.
海外研报
2024年10月25日
