海外研报

Japan_ scenario matrix of the Lower House election

We updated the scenario for the Lower House election to take into account

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

Domestic politics: Could a push to oust Ishiba intensify if the ruling coalition loses its majority?

A number of recent media analyses have suggested that the ruling coalition between the

GS--First Take: Revenue miss driven by Consulting, with better growth in Software & solid margins

Key stock takeaways: We expect the stock to pull back following results, given therevenue miss in

Weekly HF Highlights:

Hedge funds were net sellers of Global equities as selling from Equity L/S funds outweighed buying from Multi-Strat / Macro

CAD_ how different_

The USD has been able to hold onto its gains so far this week as the currency remains

BoJ expected to leave rates on hold while noting increased confidence in its outlook

The BoJ will hold a Monetary Policy Meeting on October 30-31 and release the

The USD and the US election: the 4% rule

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

GS--Transport Chartbook | Top of Mind

Ithaca Energy – reinstate at Buy post ENI UK deal – We believe that Ithaca Energy’s