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Elevating To Top Pick As Apple Intelligence Catalyzes Record Upgrade Cycle
Apple Intelligence is set to drive record device upgrades; our new forecast calls for 235m iPhone shipments in FY25 and 262m in FY26, 2-12% above Street.
海外研报
2024年07月17日
Attempted assassination of presidential candidate Donald Trump
On Saturday evening, former President Donald Trump was wounded in anassassination attempt during a campaign rally. A bystander was killed, andtwo others were critically wounded. The assailant was shot dead by securityservices.
海外研报
2024年07月17日
US Economics | US Economic Data
Headline retail sales were unchanged in June, but the control group rose +0.9%. This is the biggest m/m increase inthe control group since April 2023. Both numbers were stronger than the respective consensus forecasts of -0.3% and+0.2%.
海外研报
2024年07月17日
USA: Powell Notes Added Confidence from Second Quarter Inflation Progress
BOTTOM LINE: During an interview at the Economic Club of Washington D.C., FedChair Jerome Powell did not comment on the specific timing of the first rate cut but
海外研报
2024年07月17日
The return of the rest?
In Friday’s CoTD (link here) we showed that before the 2000 bubble burst, the three “dullest” S&P 500 sectors (Consumer Staples, Healthcare and Utilities) had
海外研报
2024年07月17日
Doubtful on growth, hopeful on the market
Investors turn more doubtful on the global growth outlookA net 27% of investors expect softening global growth over the coming 12 months, the
海外研报
2024年07月17日
FSA Fixed Income Daily Commentary
US Treasury: US Treasuries rallied last Friday, despite higherthan-expected US wholesale inflation. The yield on the policydriven 2yr notes fell 6.3bps to 4.452%, its lowest level since
海外研报
2024年07月17日
Another month of soft retail spending
Retail sales probably declined in JuneTotal card spending per household (HH), as measured by BAC aggregated credit and
海外研报
2024年07月17日
DB CoTD: The greatest rotation...
Yesterday was a fascinating day for US equities. 396 of the S&P 500 were up on the day, the equal weighted index rose +1.17%, and the Russell 2000 small cap index
海外研报
2024年07月17日
