海外研报

The Real Risk Is Japan

Japan’s real policy interest rate differential versus the US stands at an unprecedented

The USD and the US election: the 4% rule

 Polls remain very close ahead of the US presidential election, making it

GS--Phone net additions above the Street, with a slight uptick to guidance

Key stock takeaways: We expect the stock to move modestly higher following

GS--USA: Existing Home Sales Slightly Below Expectations

BOTTOM LINE: Existing home sales declined 1.0% to 3.84 million units in

GS--Attractive Options on Big Earnings Movers

Big earnings-day moves are happening more frequently than any time in the

“When the minds change…”: new scenario

As we wrote in February, this famous quote, attributed to John Maynard