海外研报
筛选
BofA_Alphabet DOJ considering a long list of potential remedies; some
DOJ provides extensive list of possible remedies In its initial proposed monopoly remedy filing, the DOJ outlined a broad set of potential measures aimed at addressing how Alphabet may distribute and manage its Search
海外研报
2024年10月11日
Barclays_Barclays Equity Factor Insights_ October_20241010
Strengthening macro data halted Factor rotation across bothregions. We maintain Positive view on Growth in both US &
海外研报
2024年10月11日
GS--Asia-Pacific Portfolio Strategy_ Asian equity market daily update(53)
The MXAPJ Index rose 0.8% today. China and Hong Kong markets outperformed,while Philippines and Indonesia markets underperformed. Within MXAPJ sectors,
海外研报
2024年10月11日
GS--Airbus (AIR.PA)_ September O&D_ Soft deliveries (50) as expected but very strong orders
Airbus September deliveries (50) came in ahead of our GS tracker (43, based onPlanespotters Data – see note here) and in line with the figure reported byReuters, a
海外研报
2024年10月11日
MIZUHO--Has the NDRC shut the door on additional fiscal stimulus?
Disappointing NDRC session. The National Development and Reform Commission (NDRC) conducted a press conference yesterday that fell short of market expectations. Instead of introducing new
海外研报
2024年10月11日
Interest Rates Daily--Wins & losses
Long-building steepening momentum came to a halt last Friday as a higher-thananticipated NFP number impacted EUR markets too. Lower odds of hard landing
海外研报
2024年10月11日
