海外研报

Jefferies - Chris Wood - Alternative narratives and Trump rising_20241017

GREED & fear’s base case is that a Federal Reserve easing cycle has begun and that, in the

JPM_Credit Calls Friday, October 18, 2024

FeatureMedicaid challenges and Implieations for Credit: Supports ELy UW;Donngrading cNe to Neutral

JPM_Cryptocurrency Markets_20241018

U.S. Spot Ether ETP FlowsWe estimate U S, spot ether ETPs preliminary net sales of $49mn on TharsdayCetober 17,

JPM_NFLX Recap, MSFT _ OpenAI Fractures, GOOGL reorg, MDB redemption, AMZN, USM_20241018

W$. debaling how MSF'T's -$14B investment geis converted as part of the for,profit transition

GS--KOSPI stayed flat amid sustained foreign outflows ahead of Q3 earnings season

KOSPI stayed flat amid sustained foreign outflows ahead

Maybe the Third Time Isn’t the Charm

The European Central Bank surprised nobody by cutting its deposit facility rate to 3.25%

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

GS--Q3’24 Earnings Review: Solid Operating Results Maintain Investor Momentum on Key Themes

Netflix reported a solid Q3’24 earnings report driven by

Press conferences, meetings and summits

Yesterday’s press conference by ASML’s CEO Fouquet did little to reassure investors. After a

UBS--Chartset Global Listed Investment strategy

2020 was characterized by extreme volatility giveneconomic lockdowns imposed by