海外研报

preview: Election-related uncertainty a concern, but 10s20s flatteners warrant consideration

POTENTIAL POSITIVES・ Yield levels higher than at the previous two auctions

GS--Attractive Options on Big Earnings Movers

Big earnings-day moves are happening more frequently than any time in the

GS--USA: Existing Home Sales Slightly Below Expectations

BOTTOM LINE: Existing home sales declined 1.0% to 3.84 million units in

Japan_ scenario matrix of the Lower House election

We updated the scenario for the Lower House election to take into account

GS--Phone net additions above the Street, with a slight uptick to guidance

Key stock takeaways: We expect the stock to move modestly higher following

Domestic politics: Could a push to oust Ishiba intensify if the ruling coalition loses its majority?

A number of recent media analyses have suggested that the ruling coalition between the

GS--First Take: Revenue miss driven by Consulting, with better growth in Software & solid margins

Key stock takeaways: We expect the stock to pull back following results, given therevenue miss in

Weekly HF Highlights:

Hedge funds were net sellers of Global equities as selling from Equity L/S funds outweighed buying from Multi-Strat / Macro

CAD_ how different_

The USD has been able to hold onto its gains so far this week as the currency remains