海外研报
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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
海外研报
2024年10月23日
GS--Research Unplugged: The Draghi Plan & Europe’s Electrification
Following Draghi’s recent study on how to boost Europe’s competitiveness, which
海外研报
2024年10月23日
GS--PulteGroup Inc. (PHM): 3Q24 First Take
3Q Beat Driven By HB Revenues: Pulte reported 3Q adj. EPS (ex-charges) of $3.39,
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2024年10月23日
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.
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2024年10月23日
MS_Copper, China and Concentrates_20241021
China stimulus is positive for copper, all else equal. Falling property completions
海外研报
2024年10月23日
MS_Charts That Caught My Eye_20241022
A guiding principle at Morgan Stanley Research is to enhance
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2024年10月23日
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
海外研报
2024年10月22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