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CACIB USD_ paying the price for payrolls

海外研报

20260212-高盛-中国汽车行业：总结路演反馈，下调行业预测以反映1月份季节性弱于往年和物料清单成本上升

海外研报

GS markets _ macro __ Mr. Toad's Wild Ride_

海外研报

GS Murata Mfg. (6981.T)_ President meeting_ Substantial customer demand for cutting-edge MLCCs for AI servers

海外研报

RBC - Iran Update Launch Sequence The Risk of Another US Iran Conflict Remains High as Talks Fail to Yield Progress

海外研报

ING-Think-fx-daily-eur-usd-can-fall-to-116-on-further-iran-escalation

海外研报

GS BAWAG Group (BAWG.VI)_ Updating estimates post Q4'25

海外研报

GS --Europe Weekly Kickstart

海外研报

Barclays--European Morning Research Summary

海外研报

Sharp Pullback But Not There Yet

Equitypositioningisdown butnotlow, Even afterthe sharp drop this weekoverall equitypositioning is still well above average. it is also slightlyabovelevels implied byQ2 earnings growth which looks to be tracking just above10%so farthisseason, leavingroom
海外研报