海外研报
筛选
End of Week Market Intelligence: ready...
US stocks are trading higher Friday and on pace for a ~1% gain for the week (for theS&P 500 as of Friday at 1:30 PM) as investors have been reacting to a slew of
海外研报
2024年08月24日
Moderate buying in the region this week
Foreign (FII) flows / positioningn EM Asian ex-China region saw buying (+US$0.9bn) this
海外研报
2024年08月24日
Oh what a difference the margin makes
Workday delivered broadly in-line F2Q results and F3Q/FY25 guidance which were overshadowed by updated mid-term targets, slightly lowering Subscription
海外研报
2024年08月24日
2Q24 US Internet Earnings Wrap
Digital Advertising: Broadly speaking, 2Q earnings (and 3Q guidance) were mixed. Mega cap saw better performance, with smaller (perhaps more brand-oriented)
海外研报
2024年08月24日
What you need to know for the week ahead
Commentary for Monday: The data docket picks up this week with a handful of releases that will provide an initial glimpse into current-quarter economic activity.
海外研报
2024年08月24日
Mostly stable F2Q but shy of convincing skeptics
F2Q results showed some signs of consumption stabilization along with solid bookings, though with a slimmer revenue beat than likely required to catalyze the
海外研报
2024年08月24日
Strengthening Profits, But Growth Needs More Training
Peloton delivered better than expected 4Q results with Connected Fitness (CF) subs coming in at the high end of its guide along with Revenue, and Adj. EBITDA coming
海外研报
2024年08月24日
Next week...this week
Inflation will be the main theme next week, with key prints including the US PCE, flash August CPIs in Europe, as well as the Tokyo CPI. Consumer confidence
海外研报
2024年08月24日
Week 16 August – 23 August
• European summer finished early this year with cross-border issuance already hitting the market. Apart from
海外研报
2024年08月24日
USD: a Powell outage
Investors continue to recalibrate the amount of rate cuts they expect from the Fed this year. Slower growth in US initial jobless claims and mixed US PMI data as well
海外研报
2024年08月24日
