海外研报

GS--AT&T Inc. (T): Solid quarter with better profitability should bolster

Key stock takeaways: We expect the stock to hold its gains following a solidquarter,

GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update002

The MXAPJ Index rose 0.3% today. Korea and China markets outperformed, while

GS--Argentina: Real GDP Growth Was Again Better-Than-Expected in August (Armella)

Bottom Line: Real GDP, as measured by the EMAE monthly activity indicator,contracted

GD--TAXES, TARIFFS, DEFICITS — WHERE IS THE PRESSURE POINT?

Harris or Trump, the deficit grows – but Trump uses tariffs to finance government.

GD--CHINA SENTIMENT BOOSTS EM EX-CHINA20

China and US set to drive revival in global demand. The combined impact of China’s new

US_Presidential_Election_policies_polls_and_insights_III

Most Americans believe immigration is a top policy issue,

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

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

GS--Prime_Insights_and_Analytics_Chart_Pack_October_2024_-_Marquee

Fundamental L/S returns are up +0.6% in Oct MTD (now up +12% on the year), driven by positive alpha and to a lesser extent

Market moves continue to follow the drift towards Trump in the betting odds

US: Stocks closed lower; NDX lagged. Bond yields resumed the upward momentum: 2y and 10yare 5bp and 4bp higher,

JPM_G10FX_20241023

Market moves continue to follow the drift towards Trump in the betting odds, clearly thatoutcome ifrealized isn't fully priced