海外研报

GS--suggests guidance achievable

Pre-US open today, GMAB’s partner JNJ (covered by Chris Shibutani) reported 3Q24

GS--What the latest state data tells us about US gaming

We update our US online sports betting (OSB) and iGaming GGR trackers,

Weekly Warm-up: Rates and Economic Data Surprises

Further stabilization in the economic surprise index should

GS--The Productivity Outlook: Back to the Future (Abecasis)

Labor productivity growth slowed meaningfully last cycle, from a long-term n

GS--US Autos & Industrial Tech 3Q24 earnings preview

We expect positive results and guidance this quarter from select companies with

GS--Sponsor Activity Barometer Issue #33

We update our Sponsor Activity Barometer for the latest weekly datapoints (as

SocGen - FX View - The vigilantes have taken over again

The FX market remains in thrall to US rates but there has been a bit of a shift of late, with

SocGen - Fixed Income Weekly - All about the data

A hot US jobs report last week spurred a repricing of the near-term pace of rate cuts and

SocGen - Credit Strategy Weekly - Ready for the next hurdle

Credit markets improve and face the 3Q earnings season We had an eventful week, with

Pressing the point--Global Daily

We just sat through a set of Chinese press conferences from the PBOC, the Ministry of .