海外研报
筛选
GS--MIS revenue outperforms on strong debt issuance, mitigated by mixed MA performance
We expect investors to have a positive reaction to Moody’s 3Q 2024 earningsrelease,
海外研报
2024年10月23日
MS ---F3Q Earnings Preview: No Sign of Build Cuts Yet, but Are They to Come?
Our Dec Q rev/EPS forecasts are now 1-2% below consensus given mixed iPhone data points,
海外研报
2024年10月23日
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
