海外研报
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GS--Call buying in stocks with short-squeeze potential
Over the past week, we have seen a significant rally in stocks that were heavily
海外研报
2024年10月17日
BofA_Alphabet 3Q Preview- Expect in-line Q, potential for AI Overviews to aid
Expect meet/beat 3Q; Search likely stable, YouTube weak
海外研报
2024年10月17日
UBS--Weekly Global_en_1625689
Deeper DiveHigher-than-expected US inflation data released on 10 October added fuel
海外研报
2024年10月17日
Barclays_European Equity Strategy - What to buy in the UK_20241016
UK investment not straightforward. UK stock valuations still look depressed, and having been
海外研报
2024年10月17日
UBS--Weekly - Regional View UK_en_1625627
The next round of central bank meetings begin this week. On Thursday,
海外研报
2024年10月17日
Albert Edwards - These are the most extraordinary of times
The US consumer has surprised on the upside recently. But these gains have been
海外研报
2024年10月17日
USD climbing up the positioning ranks once again
At present, the G10 FX PIX 2.0 signals that the AUD is overbought as well
海外研报
2024年10月17日
GS-- Boosting September Core PCE Estimate to 25bp
BOTTOM LINE: Import prices declined 0.4% in September, slightly below
海外研报
2024年10月17日
GS--Investor feedback following NatWest and Lloyds initiations
On October 4, we outlined our thesis that the UK banks are at a key turning point,
海外研报
2024年10月17日
The French budget for 2025_ ambitiously unrealistic
France faces its biggest public deficit issue for decades, with its deficit
海外研报
2024年10月17日
