海外研报

Americas Transportation: Railroads: Weekly Rail Carload Snapshot — Week 34

Total traffic results for US Class I rails under coverage imply carload growth nat +9.4% YoY in week 34, an acceleration versus +6.9% YoY in week 33.

Five Stocks in Focus: CCJ, CLMT, CNQ, VLO and COP

In this brief note, we highlight five stocks that are top of mind for investors as weposition for the day ahead. We highlight (1) improved sentiment on Cameco on the

Cycle Playbook – Preparing for a Peak

Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of

THE PERKINS RULE REVISITED

I’ve had a lot of questions about the Perkins rule, the idea that it is a CONTRACTION INEMPLOYMENT that signals recession, not a gradual drift higher in the jobless rate (the

“Vast majority” of FOMC looking for September cut

A number of data releases will be on the docket, highlighted by PCE inflation for July. Also on tap are personal income & spending, Q224 GDP