海外研报
筛选
What would a Trump defeat mean for the USD?
Asia overnightA rebound in US technology stocks fizzled in Asia and at the time of writing, S&P500 futures were trading in the red. Asian bourses were trading mixed with
海外研报
2024年07月24日
BofA Securities Equity Client Flow Trends Big week of equity selling
Biggest net sales since Nov. 2020: Last week, during which the S&P 500 was -2.0%, BofA Securities clients were largest net sellers of US equities (-$7.0B) since 2015. Sales were driven by single stocks, while ETFs saw muted inflows.
海外研报
2024年07月24日
What can be, unburdened by what has-beens?
Global IT systems crashed on Friday. Two days later, a week after the attempted assassination of former President Trump, President Biden crashed. It seems full steam ahead for Kamala Harris, sofar.
海外研报
2024年07月24日
Tesla Inc. (TSLA): 2Q24 First Take
Our initial view from the shareholder letter is that the report will be viewedby investors as a modest negative given the weakness in the automotivenon-GAAP
海外研报
2024年07月24日
Canada Production Remains Solid, But Risk From Wildfires Grows
Brent crude prices dropped to early June levels as investor sentiment movedtowards bearish pricing of Trump’s presidency risks and as a stronger dollar fueled
海外研报
2024年07月24日
LOGI; NOW; TER GOOGL & TXN Bars; Media Survey; APH; CALX; CDNS; FLEX; GLW;
Sentiment: I think HFs were short into WWDC and have been forced to cover in the weeks that followed throughbetter ad checks and the appreciation that GOOGL, is the cheapest Mag7 stock while having retained the most costoptionality. New
海外研报
2024年07月24日
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
2024年07月24日
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
海外研报
2024年07月24日
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
海外研报
2024年07月24日
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.
海外研报
2024年07月24日
