海外研报
筛选
Week 1: 3% beat in early days
Big Banks delivered on 1Q results, all beating on EPS but not enough to lift stocks higher. Net interest income was guided flat to down, but trading and investment banking
海外研报
2024年07月18日
Global Fixed Income Technical Update
The 5s/30s curve extends the breakout steepening to the 29.5bp Jan 78.6% retrace and 30bp Apr-Jun range measured move objective. Multi-year base
海外研报
2024年07月19日
Americas Transportation: Eye on Freight: Intermodal Recovery Potential v.3
Bottom line: Post the disappointing JBHT earnings release, we thought it couldbe instructive to take a look at several factors that may be in various stages of
海外研报
2024年07月19日
Argentina: Impressive disinflation, with side-effects
Argentina: Impressive disinflation with side-effectsArgentina inflation is dropping much faster than expected, from 25% in December (13%
海外研报
2024年07月19日
ChinaPulse: Q2’s 4.7%yoy growth shows the need for government to step up policy support
growth rate in the same period implied a -0.7%yoy GDP deflator for Q2. The growth deceleration was largely due to weakened support from service industry,
海外研报
2024年07月19日
IndiaPulse: Towards more inclusive growth
We forecast USDINR at 82.80 and IGB 10-year bond yields at 6.80% by the end of the fiscal year, together with a shallow RBI rate cut cycle of 50bps starting 1Q2025 (calendar year).
海外研报
2024年07月19日
Americas Energy: Oil: Majors & Refiners: Refreshing Select Estimates (PSX, CVI)
We update forecasts for Phillips 66 (PSX) and CVR Energy (CVI) to reflect mark tomarket commodity prices, refining crack spreads for the quarter and slightly revised
海外研报
2024年07月20日
Despite the Heat, the Animal Spirits are Cooling Off
Stormy Spirits Ahead?Our Animal Spirits Index (ASI) fell in June to 0.53 from 0.88 in May but has remained positive in all six months of 2024 (chart). Previous reports detail the index's methodology, but on a basic level, an
海外研报
2024年07月22日
The retail impulse into US equities has been globa!
We mentioned several times in our publication the big role US retail investorshave been playing over the past year in propagating the US equity market. Thebullishness ofUS retail investors has been manifesting across several metrics.In een
海外研报
2024年07月22日
Global Macro Commentary
Global cyber outage creates broad-based disruption; USTscheapen absent major economic catalysts; CAD weakensintraday following soft retail sales; JGB curve twist flattens aftersoft CPl;
海外研报
2024年07月22日
