海外研报

GS--End of Week Market Intelligence: AI week

US stocks are trading higher Friday and on pace for a ~1% gain for the week (for the

GS--Global Credit Trader Dispersion reversion

Dispersion: Not just a CCC story

Hotter-than-expected September CPI adds to case

The September CPI report surprised to the upside across the board, with

GS--Valuations keep expanding, but margin upside

We adjust earnings estimates for our Pharma coverage to factor in monthly sales

GS--3QCY24 earnings preview

Performance: NIFTY closed flat w/w. Pharma, Autos led

GS--risk for strong yen/inbound sales;

Results overview: 1H2/25 operating profits of ¥39.4 bn (+100%yoy, +63% vs.

JPM_G10FX_20241011--Europe hion Research Othar

i thought CPl woukdn'i move the neecle mesttanly and so il proved ouetsl, sore sckier cemmarts

GS--Financial Account Showed Sizeable Outflows

Bottom Line: The current account balance improved from a surplus of US$0.8bn