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“When the minds change…”: new scenario
As we wrote in February, this famous quote, attributed to John Maynard
海外研报
2024年10月25日
WK20241023--WEEKLY FLOWS & HOLDINGS
iFlow Mood shows the market is in risk-on mode. iFlow Carry is negative while iFlow
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2024年10月25日
GS--Post-election economic policies, more monetary easing, lower long-term US equity returns2265
Post-election economic policies
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2024年10月25日
UBS - Tesla, Inc
TSLA 3Q24 results and commentary were better than expected and should give bulls
海外研报
2024年10月25日
The USD and the US election_ the 4 rule
Polls remain very close ahead of the US presidential election, making it
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2024年10月25日
SocGen - Market Wrap-up - Heading towards €800bn
The earnings season is picking up, and while it is still relatively early days, the results so
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2024年10月25日
SocGen - FX View - Two weeks of intense uncertainty lie ahead!
The dollar is down against all the other G10 currencies this morning (marginally, in some
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2024年10月25日
GS--Northrop Grumman Corp. (NOC): 3Q24 First Take: Beat and raise
Bottom Line: NOC 3Q24 bottom line beat consensus, with segment EBIT in the
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2024年10月25日
Nobody Actually Directly Reads Anything
More US opinion polls are out: a mixed bunch but including a Wall Street Journal Trump +2,
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2024年10月25日
Must Read - A Nuclear Renaissance for SMRs
Key TakeawaysFollowing several high profile nuclear power announcements involving large tech
海外研报
2024年10月25日
