海外研报

GS--BP Plc (BP.L): Data Update: Adjusting our estimates ahead of 3Q24 results

We make adjustments to our 3Q24 estimates (release due on October 29) to reflect

GS--Possible implications of reported Rmb 1tn capital injection; PAB down to Neutral

. Possible use cases for a potential 1tn capital top up: As we believe the banks

Commodities Weekly--Oil markets remain on tenterhooks with uncertainties abound

Global commodities: Seldom has the degree of uncertainties surrounding the oil

Thematic Research--Next week...this week

Key data releases for next week feature US retail sales as well as inflation in the UK

DB--Airbnb: Takeaways from Call with AirDNA

Yesterday, we hosted an expert call with Jamie Lane, Vice President of Research at

DB--Insights from 2024 DB Software Tour

We had the pleasure of hosting a two day investor bus trip in the SF Bay Area which

DB--An evening in Elon's world

We attended Tesla's much anticipated "We, Robot" event (aka. Robotaxi Day) at

GS--End of Week Market Intelligence: AI week

US stocks are trading higher Friday and on pace for a ~1% gain for the week (for the

GS--3Q-24 Earnings Preview: Let the Data Speak

The earnings season kicks off next week. By the end ofNovember, 375 of the STOXX 600 constituents should have

GS--Global Credit Trader Dispersion reversion

Dispersion: Not just a CCC story