海外研报

Market moves continue to follow the drift towards Trump in the betting odds

US: Stocks closed lower; NDX lagged. Bond yields resumed the upward momentum: 2y and 10yare 5bp and 4bp higher,

GS--Prime_Insights_and_Analytics_Chart_Pack_October_2024_-_Marquee

Fundamental L/S returns are up +0.6% in Oct MTD (now up +12% on the year), driven by positive alpha and to a lesser extent

GS--South Africa: Inflation Moderates in September, In Line with Expectations

Bottom line: Headline inflation declined from 4.4%yoy to 3.8%yoy and core inflation

The Real Risk Is Japan

Japan’s real policy interest rate differential versus the US stands at an unprecedented

The USD and the US election: the 4% rule

 Polls remain very close ahead of the US presidential election, making it

GS--Phone net additions above the Street, with a slight uptick to guidance

Key stock takeaways: We expect the stock to move modestly higher following

GS--USA: Existing Home Sales Slightly Below Expectations

BOTTOM LINE: Existing home sales declined 1.0% to 3.84 million units in

GS--Attractive Options on Big Earnings Movers

Big earnings-day moves are happening more frequently than any time in the

GD--EA PMI: FEWER JOBS, FASTER DISINFLATION... DEEPER CUTS?

Today's flash Euro Area (EA) PMIs confirm our view that faster core disinflation is coming on the back of