海外研报

Michael Every - Early Voters Favouring Trump

The partial data from US early voting underway trumps opinion polls given this is what

Japan, the Elections and the BOJ

USD/JPY runs the risk of trading at 155 again as the BOJ backs away from the

Deutsche Bank Research - US Internet - Oct 24-3 Mixed Data and AV Debate Dominate Discussions

Uber and Lyft are expected to report 3Q earnings on 10/31 (before market open) and

JPM_G10FX_20241024

Disappointed that I had cut my USD longs yesterday, which was once again on the front footand this saw AUDUSD fall ~1%

Deutsche Bank Research - Tesla - Oct 24 FSD boosts Q3 margin; volume inflecting upward in 4Q/2025

Tesla delivered impressive Q3 margin in both Auto (boosted by FSD) and Energy .

JPM_EMFX_20241024

SA inflation printed bang on in line with expectations yesterday with headline casing to 3.8%oya and core flat at 4.1%. Not

Deutsche Bank Research - Global Autos Daily - Oct 23

General Motors - 3Q24 Earnings First Take (Yu)

GS--First Take: Modest 3Q segment beat, 4Q segment profit/2024 FCF softer

Bottom line: Modest 3Q segment beat, 4Q segment profit/2024 FCF softer.

Deutsche Bank Research - General Motors - Oct 23 Raining buybacks

The magnitude of GM’s stock price jump yesterday (+10% vs. S&P 500 flattish)

Deutsche Bank Research - Coca-ColaQuick Take - KO's 3Q24 results

Overall, KO reported a strong/solid quarter on the income statement relative to DBe/