海外研报
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apan: rise in Nikkei due more to power of reflation than economic quality improvement
The ESG Macro Index, which represents the quality of the Japanese economy, improved to 0.81 in Q124 from 0.66 in Q423. The deteriorating
海外研报
2024年07月25日
On Our Minds A pragmatic budget, but could have been bolder
The new government’s first full budget was pragmatic, but it could have been bolder. When one looks at it as a pure accounting exercise, which it actually is, the budget neither
海外研报
2024年07月25日
Alphabet Inc. (GOOGL): Q2’24 Earnings First Take
We expect the market to have a muted reaction to Alphabet’s Q2’24 earnings reportupon our first read/analysis of the results. In terms of upside, we would point to
海外研报
2024年07月25日
key debates likely to be on trajectory of auto business and FSD/robotaxis
Tesla reported revenue/non-GAAP diluted EPS (excluding SBC) of$25.5 bn/$0.52, which was 4% above/$0.09 below the Street
海外研报
2024年07月25日
India budget: closer to the medium-term fiscal target
The Indian government chose a middle path by distributing its non-tax revenue bonanza into revenue spending and fiscal deficit reduction. The
海外研报
2024年07月25日
Europe Trembles At the Trump Tremor
The rising odds of a Trump victoryin November are weighing on theperformance of European equities.Investors fear a resumption of thetrade wars that dominated the frstTrump presidency.
海外研报
2024年07月25日
TECHNICAL ANALYSIS
2y UST has recently revisited March low of 4.40% which remains an interim support. A brief rebound is taking shape, but it would be
海外研报
2024年07月25日
RATES & FOREX RESEARCH FOR CORPORATES
US 2Q GDP on Thursday, June PCE inflation on Friday. Euro and UK preliminary PMIs on Wednesday, Canada second rate cut in the balance. Hungary CB SG f/c no change, consensus -25bp. Turkey CBRT f/c on hold.
海外研报
2024年07月25日
Euro Area—Measuring Underlying Inflation (Vashkinskaya/Stott)
Underlying inflation in the Euro area remains in focus as one of the three criteriaused by the ECB’s Governing Council to set monetary policy. To analyse the
海外研报
2024年07月25日
2Q24 First Take: Beat supported by overlifts and gas marketing
Equinor reported 2Q24 results this morning (July 24), with group operating incomeat US$7,483 mn, +8% above company-complied consensus of US$6,959mn, and
海外研报
2024年07月25日
