海外研报
筛选
Japan: April-June Machinery Orders Flat, but Exceed Previously Announced Outlook
BOTTOM LINE: Private sector core machinery orders, a leading indicator for capex,rose +2.1% mom in June, the first increase in three months, and came in above the
海外研报
2024年08月20日
Israel: Large Downside Surprise to Growth in Q2
Bottom Line: Israel’s GDP growth fell from +17.3%qoq annl. to +1.2%qoq annl.(both seasonally adjusted), which was significantly below consensus expectations
海外研报
2024年08月20日
Assessing the risks around our 2025 S&P 500 EPS estimates after a strong 2Q 2024 earnings season
The macro backdrop has distracted many investors from fully appreciating the strength of the 2Q earnings season. 56% of S&P 500 firms beat
海外研报
2024年08月19日
US Week Ahead: August 19 - August 25
The key economic data releases this week are the jobless claims and existing homesales reports on Thursday. The minutes from the July FOMC meeting will be
海外研报
2024年08月19日
