海外研报

SocGen - Fixed Income Weekly - All about the data

A hot US jobs report last week spurred a repricing of the near-term pace of rate cuts and

SocGen - FX View - The vigilantes have taken over again

The FX market remains in thrall to US rates but there has been a bit of a shift of late, with

GS--Sponsor Activity Barometer Issue #33

We update our Sponsor Activity Barometer for the latest weekly datapoints (as

GS--US Autos & Industrial Tech 3Q24 earnings preview

We expect positive results and guidance this quarter from select companies with

GS--The Productivity Outlook: Back to the Future (Abecasis)

Labor productivity growth slowed meaningfully last cycle, from a long-term n

Weekly Warm-up: Rates and Economic Data Surprises

Further stabilization in the economic surprise index should

GS--Framing The Margin Narratives; Reiterate Positive Stance Across Multiple Themes002

We expect the following themes to be on display in Amazon’s Q3’24

GS--PR, DVN, EQT; Sells: APA, CRK

We believe that in the near term, the increased uncertainty around commodity price

GS-- Downgrade ETSY to Sell

As we head into Q3’24 eCommerce earnings, we address key industry themes and

GS--Another well-rounded beat, with focus on the NII outlook

BAC reported 3Q24 EPS of 81¢, vs. GSe/Visible Alpha Consensus Data 73¢/75¢,