海外研报

MS - Meta Platforms - META Advances its Hardware and Software AI

We highlight 3 key advancements across META's hardware and

GS--Natural Gas_ Front-loaded production to back-load $4 Henry Hub

US gas markets continue to approach the turning point where gas prices will, in

GS--Oil Tracker: Prices Retreat, Risks Remain

Brent crude prices retreated almost $4/bbl from Monday’s highs to $77/bbl as Chinapolicymakers did not provide details on the size of stimulus, and as Israel continues

GS--Weekly Options Watch Option Buying opportunities for 3Q earnings season

One of our preferred options strategies ahead of earnings is buying straddles onnames where implied moves are inexpensive relative to their typical earnings-day

Asia Macro Weekly

Malaysia’s investment approvals maintained a robust pace in Q1 2024 after rising to an all-time high in 2023. Investments accelerated in the

Barclays_Shell Plc A decent update_20241007

We expect a slightly positive reaction to Shell’s trading

GS--KOSPI continued to gain by 1% despite semi sector volatility

KOSPI continued to gain by 1% despite semi sectorvolatility. The Pharmaceutical, Steel and Shipbuilding

BofA_US Watch An A+ jobs report_20241004

Strength across the board, only 25bp warranted in November

Viewpoint On The Cutting Room Floor

As the Federal Reserve (Fed) begins the first easing cycle in four years, our base