海外研报

Citi Equities_ Mean Reversion + Micro EPS Onslaught

Uglier session for risk yesterday w/ NDX -1.55%, SPX -92bps, RTY -77bps, and SPW -33bps on slightly elevated

UBS--Chinese government bonds002

Chinese government bonds (CGBs) have sold off recently, led by the long

BTC post election playbook

Bitcoin prices have been driven higher in recent weeks, along with other popular Trump trades.

BofA_Situation Room Weaker foreign demand for back-end bonds_20241023

The lack of demand for back-end bonds from foreign investors is one reason for the

BofA_Investor Sentiment- Risk-Love That time of the year_20241023

Global Risk-Love: euphoric vibes

The Real Risk Is Japan

Japan’s real policy interest rate differential versus the US stands at an unprecedented

GS--Boeing Co. (BA): 3Q24 First Take: In-line with pre-announcement, new CEO lays out path forward

Bottom line: BA 3Q24 results are in-line with preliminary results from October 11.

GS--South Africa: Inflation Moderates in September, In Line with Expectations02

Bottom line: Headline inflation declined from 4.4%yoy to 3.8%yoy and core inflation

GS--BMW (BMWG.DE) China in focus at 3Q

Estimates ahead of consensus for 3Q - In what should prove a

Barclays_Americas Morning Research Summary_20241023

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all