海外研报
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BoJ expected to leave rates on hold while noting increased confidence in its outlook
The BoJ will hold a Monetary Policy Meeting on October 30-31 and release the
海外研报
2024年10月24日
BofA_Morning Market Tidbits The prospects for tariffs in North America_20241023
10% across the board if Trump elected?
海外研报
2024年10月24日
The USD and the US election: the 4% rule
Polls remain very close ahead of the US presidential election, making it
海外研报
2024年10月24日
MS ---F3Q Earnings Preview: No Sign of Build Cuts Yet, but Are They to Come?
Our Dec Q rev/EPS forecasts are now 1-2% below consensus given mixed iPhone data points,
海外研报
2024年10月23日
GS--MIS revenue outperforms on strong debt issuance, mitigated by mixed MA performance
We expect investors to have a positive reaction to Moody’s 3Q 2024 earningsrelease,
海外研报
2024年10月23日
GS--MercadoLibre Inc. (MELI): Local media reports potential interest in acquiring Linx
On Oct 21, Brazil Journal reported that MercadoLibre could be potentially interestedin acquiring Linx,
海外研报
2024年10月23日
GS--Generally in-line qtr; is decelerating growth enough relative to valuation?
Bottom Line: LMT reported mixed 3Q24 results as MFC segment EBIT is well
海外研报
2024年10月23日
JPM_Cross Asset Volatility Machine Learning Based Trade Recommendations_20241021
We updated model performance recently,highlightingsignificantimprovements afer adding the Vol Surface model given its low
海外研报
2024年10月23日
JPM_Credit Calls Tuesday, October 22, 2024
High Grade Manufacturing: Initiating Coverage of IR and JCI atOverweight;4024 Handbook (Evan Piascik)Time is a sort ofriver ofpassi
海外研报
2024年10月23日
JPM_Commodity Market Positioning and Flows_20241021
The estimated value of open interest across global commodity marketsdeclined by-0.7% WOW(-$9.9 billion) to $1.4 trillion as o
海外研报
2024年10月23日
