海外研报

SocGen - Credit Strategy Weekly - Ready for the next hurdle

Credit markets improve and face the 3Q earnings season We had an eventful week, with

SocGen - Fixed Income Weekly - All about the data

A hot US jobs report last week spurred a repricing of the near-term pace of rate cuts and

SocGen - FX View - The vigilantes have taken over again

The FX market remains in thrall to US rates but there has been a bit of a shift of late, with

GS--Framing The Margin Narratives; Reiterate Positive Stance Across Multiple Themes

We expect the following themes to be on display in Amazon’s Q3’24

GS--Framing The Margin Narratives; Reiterate Positive Stance Across Multiple Themes002

We expect the following themes to be on display in Amazon’s Q3’24

GS--Another well-rounded beat, with focus on the NII outlook

BAC reported 3Q24 EPS of 81¢, vs. GSe/Visible Alpha Consensus Data 73¢/75¢,