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Summer revision courses: ECB rates
Like every summer, we are publishing a series of short papers on the ECB’s tools to help you revise during the summer so you can be
海外研报
2024年07月31日
FOMC preview
We and consensus expect no policy changes at the conclusion of next week’s FOMC meeting. Instead, the more interesting development will be any tweaks to
海外研报
2024年07月31日
Weekly Warm-up: Our Take on the Recent Price Action
Key Developments to Watch As Earnings Season Progresses...Earnings revisions breadth for the overall market has started to trend lower as we
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2024年07月31日
Strong FCF generation to drive c.13% SH returns in 2024E, with 10% DPS increase; Buy
BP reported broadly in-line 2Q24 results this morning (July 30), withRC operating profit at US$5,414 mn, 2% below company-compiled
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2024年07月31日
From the Global Director of Research | North America
A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that
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2024年07月31日
TECHNICAL ANALYSIS
2y UST has experienced a steady down move after break below the lower band of its multi-month range. It breached the trend line
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2024年07月31日
South Africa: June Budget Data Point to Modest Revenue Outperformance and On-Track
Bottom Line: National Treasury released budget execution data for the month ofJune that show a ZAR39bn monthly surplus (non-seasonally adjusted), slightly above
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2024年07月31日
Disinflation set to continue, but upside risks are plentiful over the summer
The disinflation in both headline and core inflation has stalled. Negative base effects will likely drag headline inflation to within touching distance of 2% in the autumn, but it will
海外研报
2024年07月31日
Positioning Intel; ON, FFIV & ST Previews; ANET; CDW; CHTR; CRWD; GLW
My colleague Jack Atherton, who covers Comm, Internet, Media and Sofware, is on New Parent Leave untilLabor Dax, I’l! be backing him up - ineluding sending this combined TMT morning daily, and providing hisearnings first-takes in the weeks to
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2024年07月31日
FX Viewpoint USD: Cool data, hot politics
Key takeaways• Cooling US data and Fed-speak has brought forward cut pricing and weighed on the USD. We expect more depreciation in H2.
海外研报
2024年07月31日
