海外研报

Barclays_Americas Morning Research Summary_20241015

Barclays Live.Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies covered in its research

GS--Another well-rounded beat, with focus on the NII outlook

BAC reported 3Q24 EPS of 81¢, vs. GSe/Visible Alpha Consensus Data 73¢/75¢,

GS-- Downgrade ETSY to Sell

As we head into Q3’24 eCommerce earnings, we address key industry themes and

GS--PR, DVN, EQT; Sells: APA, CRK

We believe that in the near term, the increased uncertainty around commodity price

GS--Framing The Margin Narratives; Reiterate Positive Stance Across Multiple Themes002

We expect the following themes to be on display in Amazon’s Q3’24

GS--Framing The Margin Narratives; Reiterate Positive Stance Across Multiple Themes

We expect the following themes to be on display in Amazon’s Q3’24

UK Budget preview: Creativity versus stability

The first Labour Budget in 15 years looks hugely significant for the UK

TECHNICAL ANALYSIS--2y UST, 10y UST, 10y Bund, Canada 10y,

2y UST defended the lower limit of its range since last year at 3.55%/3.51% resulting in a steady rebound. The move has

SocGen - FX View - Only psychological barriers are preventing a bigger dollar rally

 Happy Columbus Day. Scientists now think he was born in Valencia to Jewish parents, rather

SIGMA_X_Australia_September_2024

Prepared by a Goldman Sachs Electronic Trading. The views or ideas expressed here are those of the desk and/or author