海外研报

GS--Research Unplugged: The Draghi Plan & Europe’s Electrification

Following Draghi’s recent study on how to boost Europe’s competitiveness, which

GS--PulteGroup Inc. (PHM): 3Q24 First Take

3Q Beat Driven By HB Revenues: Pulte reported 3Q adj. EPS (ex-charges) of $3.39,

MS_US Election Brief_20241022

Everything you need to know about the election, along with our recent research pertaining to the 2024 US elections and upcoming webcasts, events, and podcasts.

MS_Copper, China and Concentrates_20241021

China stimulus is positive for copper, all else equal. Falling property completions

MS_Charts That Caught My Eye_20241022

A guiding principle at Morgan Stanley Research is to enhance

GS--Global Markets Daily: EM Sovereign Credit — EM Credit Curves as the Fed Begins Easing (Engel)

The historically large flattening and inversion of the US yield curve over the past

FX Weekly--USD continues to rebound ahead of US election1154

FX View: The USD is on course to advance for the third consecutive week. We

Deutsche Bank Research - Investor Positioning and Flow - Oct 21

On the growth front, positive surprises started with the robust payrolls report

Deutsche Bank Research - Hershey

HSY reports 3Q24 earnings results on Thursday, November 7th pre-market

Deutsche Bank - Mapping Markets Oct 21

The cross-asset rally is becoming increasingly relentless. The S&P 500 has posted