海外研报

GS--ECB—Cuts 25bp and Leaves Guidance Unchanged0005

BOTTOM LINE: The Governing Council cut policy rates by 25bp, as widely expected.

SocGen_On Our Minds ECB cuts by 25bp with no pushback on market pricing_20241017

As expected, the ECB cut rates by another 25bp today, arguing that the disinflationary

SocGen - FX View - ECB – all priced in but nowhere to go001

 Happy ECB day! A 25bp cut is almost universally anticipated, so all eyes will be on Christine’

UBS--Chartset Global Listed Investment strategy

2020 was characterized by extreme volatility giveneconomic lockdowns imposed by

Press conferences, meetings and summits

Yesterday’s press conference by ASML’s CEO Fouquet did little to reassure investors. After a

GS--Q3’24 Earnings Review: Solid Operating Results Maintain Investor Momentum on Key Themes

Netflix reported a solid Q3’24 earnings report driven by

GS--Netflix Inc. (NFLX): Q3’24 Earnings First Take

We expect the market to have a muted to positive reaction to Netflix’s Q3 ‘24

Maybe the Third Time Isn’t the Charm

The European Central Bank surprised nobody by cutting its deposit facility rate to 3.25%

GS--KOSPI stayed flat amid sustained foreign outflows ahead of Q3 earnings season

KOSPI stayed flat amid sustained foreign outflows ahead

JPM_NFLX Recap, MSFT _ OpenAI Fractures, GOOGL reorg, MDB redemption, AMZN, USM_20241018

W$. debaling how MSF'T's -$14B investment geis converted as part of the for,profit transition