海外研报
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WAGES, DOLLARS AND CRYPTOS
As my colleague, Dario Perkins, points out, the UK is the crowned king of devaluations. As a result, we will be taking a look back at the history of these devaluations over the next few months –
海外研报
2024年08月01日
Latest in Al: Higher costs, SearchGPTNvidia's China chip
In this edition of 'Latest in Al' we discuss how Al costs have continued to grow atAlphabet and Tesla, and how investors dumped their stock last week partly due toconcerns about when investments will pay
海外研报
2024年08月01日
EA HICP: NO GREEN LIGHT FOR SEPTEMBER CUT, BUT SERVICE INFLATION SLOWS
July flash HICP for the Euro Area (EA) gives the ECB no green light to cut in September yet, but progress onservice disinflation is encouraging. Amid adverse base effects in energy inflation and increasingly less supportive
海外研报
2024年08月01日
Five ways to assess the stability of a bank
Past financial crises have highlighted the need for investorsand clients to understand a bank’s business model that goes
海外研报
2024年08月01日
US Job Openings Above Expectations, Hires Slow
US job openings grew by 8.18 milion in June, exceeding expectations of 8 milion, but below May's 8.23milion openings. The pro-cyclical manufacturing sector accounted for the largest drag, withdrawing 100thousand openings, or one-sixth of its May
海外研报
2024年08月01日
DB CoTD: Closer....
Having worked with our equitystrategists Binky Chadha and Parag Thatte for manyUS election cycles now, l'm well versed in their view that a tight US electioncampaign tends to see a bias towards sideways markets in the months running upto the
海外研报
2024年08月01日
CEO David Solomon meeting takeaways
Three catalysts to drive stock outperformanceOur meeting with Chairman and CEO David Solomon highlighted the significant
海外研报
2024年08月01日
Expected H2 Azure acceleration suggests Q4 softness likely to be short lived
Ramping adoption of native AI services backs H2 accelMicrosoft delivered Q4 results below somewhat heightened expectations, largely due to
海外研报
2024年08月01日
Hong Kong: Real GDP growth stronger than expected in Q2
Bottom line: The preliminary reading of 2024 Q2 Hong Kong GDP growth came in at+3.3% yoy, significantly above consensus expectations. In quarter-over-quarter
海外研报
2024年08月01日
Rate Cuts Won't Ensure A Soft Landing
A comparison with the most recent 3 months of performance is not particularly relevant, given that this cycle'ssector performance landscape has been distorted by a lack of breadth caused by the meteoric rise in ahandful of iT and iT-adjacent in
海外研报
2024年08月01日
