海外研报

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

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’

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

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

GS--with large caps outperforming further

Performance: MSCI/All Taiwan +3.1%/+2.2% this week,