海外研报
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GS--RTX Corp. (RTX): 3Q24 First Take: Results mixed by segment
Bottom Line: RTX 3Q24 revenue, EBIT, EPS, and FCF are ahead of consensus, but
海外研报
2024年10月23日
Tarrific Analysis--Market Comments
When the Fed cut rates by ‘only-in-an-emergency’ 50bps on September 18 as it Orwell-style said
海外研报
2024年10月23日
The USD looks overvalued vs G10 but not enough to trigger any sell signals
The FAST FX model continues to sit out FX markets and has triggered
海外研报
2024年10月23日
UBS_Microsoft Corp. The Microsoft-OpenAI Relationship_20241020
SummaryOver the last several weeks, concurrent with OpenAI’s latest funding round, a number of
海外研报
2024年10月23日
weekly-investment-commentary-en-us-20241021-us-earnings-strength-stands-out
We think U.S. corporate earnings strength will keep broadening beyond tech in
海外研报
2024年10月23日
US_Presidential_Election_policies_polls_and_insights_III
Most Americans believe immigration is a top policy issue,
海外研报
2024年10月24日
GD--TAXES, TARIFFS, DEFICITS — WHERE IS THE PRESSURE POINT?
Harris or Trump, the deficit grows – but Trump uses tariffs to finance government.
海外研报
2024年10月24日
GS--Argentina: Real GDP Growth Was Again Better-Than-Expected in August (Armella)
Bottom Line: Real GDP, as measured by the EMAE monthly activity indicator,contracted
海外研报
2024年10月24日
GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update002
The MXAPJ Index rose 0.3% today. Korea and China markets outperformed, while
海外研报
2024年10月24日
GS--AT&T Inc. (T): Solid quarter with better profitability should bolster
Key stock takeaways: We expect the stock to hold its gains following a solidquarter,
海外研报
2024年10月24日
