海外研报
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EM EMEA Weekly--Growth rotation, delayed disinflation and geopolitics
Macro focus: Several trends are gaining traction across EM EMEA. 1) On real GDP
海外研报
2024年10月23日
BofA_Meta Platforms Inc_20241022
Expect modest beat; cost focus can drive EPS upside
海外研报
2024年10月23日
BofA_Liquid Insight USD- “October surprise” isn’t just political_20241022
Fundamentals driving USD USD’s move in October has been justified by relative fundamentals and G10 central bank
海外研报
2024年10月23日
GS--Falling tobacco sales and higher costs impact near term earnings, refining subsidy highlights
VEA reported a weaker than expected Q3 with Geelong gross refining margin of
海外研报
2024年10月23日
GS--First Take: In-line quarter with guidance reiterated; focus turns to broadband strategy
The bottom line: We expect a muted stock reaction following an in-line quarter, with
海外研报
2024年10月23日
third-point-q3-2024-investor-letter_tpil (5)
The top five winners for the quarter were a private position in R2 Semiconductor, Pacific Gas
海外研报
2024年10月22日
SocGen - Instant Reaction - ECB delivers. Euro heavy, curve steepens.
Short euro FX and curve steepeners in Bunds and swaps gained traction today after the ECB
海外研报
2024年10月22日
GD--ECB: 25BP NOW, 25BP IN DEC
The market went into the meeting pricing a 96% probability of a cut, but you will forgive us if we
海外研报
2024年10月22日
SocGen - Morning Briefing - 18 October 2024
Euro stays lower after dovish ECB rate cut, EGB curve steeper. Next 25bp cut to 3.0% likely in
海外研报
2024年10月22日
