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General Motors Co. (GM): 2Q24 First Take

This was a strong report, in our opinion, as GM’s results were aboveFactSet consensus and the company raised its CY24 EBIT, EPS and FCF
海外研报

European Morning Research Summary

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
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Americas Morning Research Summary

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
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USD Rates Chart Pack: Futures Positions & Curve Analysis

The report captures the US Commodity Futures Trading Commission (CFTC)’s Commitment of Traders (COT) data oninvestor positions in futures at aggregate levels as well as by maturity sectors.
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Decline in Rates Likely to Support Activity Over Coming Weeks

How it Works: In developing the scale, we went back over 50 years of data todetermine averages, outliers, and differing operating environments. As such, a
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INTERNATIONAL MARKET INTELLIGENCE:MORNING BRIEFING

OVERNIGHT BRIEFJS/EU trade: European Equities opened mostly firmer and continued to edge higher duringthe day (SXXP 0.9%, $X5E 1.5%). Risk Markets were helped by the news that Joe Biden ended hisreelection campaign and endorsed Vp Kamala Harris. This
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Macro Strategy

Markets began to stabilise again yesterday, with the Magnificent 7 (+2.33%)leading the recovery after a 4-day slump last week, The moves came as earningsseason is about to ramp up, with Tesla (+5.15%) and Alphabet (+2.26%) set to bethe first ofthe
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Buy SAP, Ryanair, Experian, Merlin Properties | Capex Tracker | GOAL Kickstart | US Capital Markets

SAP – 2Q24 EBIT and FCF ahead with upgrade to FY25 – SAP’s 2Q24 revenuescame in-line on total revenues and ahead on Non-IFRS EBIT (incl SBC) (7%/8% vs
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Balancing an accommodative Fed and a complex US election across emerging markets

Macro focus:Over the last seven w eeks, the outlook for the Fed has become more supportive w ith favourable inflation and labour prints that has led to the pricing of
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Boeing Co. (BA): Updating model for defense segment disclosure, legal payment

We are updating our BA model to incorporate recent commentary from Boeing’sCEO of Defense, Space & Security, Ted Colbert, where he stated 2Q24 financial
海外研报