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ROE outlook outperforms peers
commercial banking, financial transaction processing and asset management services c . The bank isone of the largest banks in the United States, with assets of over c.US$3.7 trillion, as it continues to
海外研报
2024年07月18日
As they extend & pretend, we defend
The RIC OutlookUS households have a record $18.3tn in cash, +40% since ‘19. Cash is already a drag net of taxes, inflation, and Fed cuts. Where’s an asset allocator to go? We favor credit for the
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2024年07月18日
2Q24 EPS Review: Banking on a Strong 4Q to Achieve 2024 Guidance
Executive SummaryBottom line: EPS was ahead of expectations owing to lower provision for credit losses (NPAs,NCOs little changed) and lower expenses (lower comp). Net interest income remains pressured
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2024年07月22日
The Pulse of the Market Thoughts on Sentiment, Earnings, Rotation, and the US Election
In a NutshellThe big things you need to know: First, investor sentiment has gotten as extreme as it did last August and this past March.
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2024年07月23日
Global Markets Daily: French Elections: OATs Not Out Of the Woods
The results of the French legislative election second round surprised vsexpectations, with the left coalition winning the highest number of seats and
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2024年07月09日
Investigating scope for Generative AI to drive upside for
Following the excitement around ChatGPT's launch and the proliferation of competitor Large Language Model (LLM)solutions, the commencement of what is likely to be large spend on infrastructure buildout (with tech giants and beyond
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2024年07月12日
Emerging Market Focus
The economic growth slowdown in Q2 turned out to be more significant than expected, with a notable deceleration in retail sales and continued
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2024年07月16日
Housing deflating, demographics deteriorating, and exports slowing
Unless otherwise noted, information included herein is presented as of the dates indicated. Apollo GlobalManagement, Inc. (together with its subsidiaries, “Apollo”) makes no representation or warranty, expressed or
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2024年07月17日
Grab Holdings Ltd
A r.. Grab Holdings (GRAB) is the Southeast Asian market leaderin delivery and mobility services. It also offers digital financial services (fintech) and has partnered
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2024年07月18日
Mizuho Daily Currency Watch
Overnight comment – DXY gains, despite lower UST yieldsUS equites closed just shy of record highs. Asian shares were mixed with the Hang Seng leading
海外研报
2024年07月18日
