海外研报
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Must Read - A Nuclear Renaissance for SMRs
Key TakeawaysFollowing several high profile nuclear power announcements involving large tech
海外研报
2024年10月25日
MS_US Equity Strategy - Small Caps, Are We There Yet_ – Chartbook_20241022
We recently upgraded Small caps to neutral vs Large caps after a persistent 3½ year period ofunderperformance. This
海外研报
2024年10月25日
MS_Japan Equity Quantitative Strategy (Oct 2024) - Prefer Net Buyback Yield - Optimal
For seasonal reasons it is easier to increase share buybacks at 1H
海外研报
2024年10月25日
MS_European Equity Strategy - Stock Screens Into US Elections_20241023
Following our recent virtual trip to Washington DC & leveraging
海外研报
2024年10月25日
Michael Every - Early Voters Favouring Trump
The partial data from US early voting underway trumps opinion polls given this is what
海外研报
2024年10月25日
Japan, the Elections and the BOJ
USD/JPY runs the risk of trading at 155 again as the BOJ backs away from the
海外研报
2024年10月25日
Deutsche Bank Research - US Internet - Oct 24-3 Mixed Data and AV Debate Dominate Discussions
Uber and Lyft are expected to report 3Q earnings on 10/31 (before market open) and
海外研报
2024年10月25日
JPM_G10FX_20241024
Disappointed that I had cut my USD longs yesterday, which was once again on the front footand this saw AUDUSD fall ~1%
海外研报
2024年10月25日
Deutsche Bank Research - Tesla - Oct 24 FSD boosts Q3 margin; volume inflecting upward in 4Q/2025
Tesla delivered impressive Q3 margin in both Auto (boosted by FSD) and Energy .
海外研报
2024年10月25日
JPM_EMFX_20241024
SA inflation printed bang on in line with expectations yesterday with headline casing to 3.8%oya and core flat at 4.1%. Not
海外研报
2024年10月25日
