海外研报

GS--RTX Corp. (RTX): 3Q24 First Take: Results mixed by segment

Bottom Line: RTX 3Q24 revenue, EBIT, EPS, and FCF are ahead of consensus, but

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

third-point-q3-2024-investor-letter_tpil (5)

The top five winners for the quarter were a private position in R2 Semiconductor, Pacific Gas

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