海外研报

GS--F4Q earnings beat with positive traffic and margin strength

COST reported F4Q EPS of $5.29, above GS/consensus (Refinitiv) of

GS--Turnover/margin buying spiked; Introducing EM positioning baskets

EM Asian ex-China region saw buying (+US$2.5bn) this

GS--China’s stimulus and European equities

China announced a combination of easing measures this

GS--CCCs: Unloved no more

The CCC index has notably compressed vs. the broader HY index, driven largely

GS--Global Rates Trader UST-Bund Decompression

The cross-market spread widening between the US and Europe reflects key themes

GS-- China Easing | Datacentres

As trade barriers have risen amid greater levels of geopolitical tension in recent

JPM_Credit Calls Friday, September 27, 2024

FeatureBDC: Revisiting Vlews and Spreads in the Sector: Time to pare donn risk inthe sector but plenty

JPM_Interntational Market Intell Morning Briefing_20240927

OVERNIGHT BRIEFEU/US trade: European Equities rose ($XxP 1.2%, $X5E 2 2%) with new ATHs for DAX

Precious Metals Trading Desk View

herein are those of the desk and/or the author only. The publication cannot be considered as

GS--How do UK equities perform when the Pound rises?

Riding risk. The BoE kept rates on hold and sent a slightly