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GS--F1Q25 Earnings Review: Several puts and takes in F1Q

We see several puts and takes as we step away from NKE’s F1Q25
海外研报

GS--Airbus (AIR.PA)_ September O&D_ Soft deliveries (50) as expected but very strong orders

Airbus September deliveries (50) came in ahead of our GS tracker (43, based onPlanespotters Data – see note here) and in line with the figure reported byReuters, a
海外研报

MUFG Asia FX Talk - Ramping up threats on Iran

海外研报

Barclays_U.S. Mid-Cap Banks 1Q26 Earnings Preview: Asset Sensitive Banks Benefit From Rates Movement; Initial 2028 Forecasts Indicate Another Year of Double-Digit EPS Growth and Positive Operating Leverage_20260407

海外研报

GS Americas Healthcare_ 1Q26 Hospital Due Diligence Day Takeaways

海外研报

SocGen - Instant Reaction - ECB delivers. Euro heavy, curve steepens.

Short euro FX and curve steepeners in Bunds and swaps gained traction today after the ECB
海外研报

20260409-Morgan Stanley-IT Services：1Q26 CIO Survey，IT Services Not Getting Worse， But Mixed Backdro

海外研报

Asia in Focus_ Characterizing China’s ongoing fiscal stimulus(1)

海外研报

CA China_ US elections and implications on China

海外研报

BofA_Systematic Flows Monitor Heading into the US election CTAs are long equities, short bonds, long USD, long Gold_20241101

海外研报