海外研报
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Japan: government expects BoJ to create steep curve, not rate hikes
The government has clearly indicated that it intends to “shift corporations from excess savings to excess investment, and completely
海外研报
2024年08月02日
Powell has a labor market bee inhis bonnet
While the Fed left rates on hold today,both the FOMC statementand Powell's pressconference strongly hinted that the first cut is likely coming at the next meeting inSeptember, The statement shifted the Fed's worries from tilted toward
海外研报
2024年08月02日
Earnings Bars (AAPL, AMZN, DASH, INTC, MCHP, NET, SNAP), ARM, LRCX, META, QCOM
Sentiment: Still one of our more crowded shorts, but it’s seen substantial covering by equity L/S funds. In the wake of TXN (where embedded was weaker) and STM (MCU weaker) results – the latter of which feels more idiosyncratic
海外研报
2024年08月02日
ROIC on Capex Showing Through in Engagement, Revenue and Longer-Term Call
META remains the best case study of how GPU-enabled analyses of leading first party data sets can drive material
海外研报
2024年08月02日
Precious Metals Trading Desk View
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk and/or the author only. The publication cannot be considered as investment research or a
海外研报
2024年08月02日
September cut on the table helps drive down yields
The FOMC left the door ajar for a possible September rate cut, while avoiding any firm commitments. The tone of the statement as well as Chair Jerome Powell’s
海外研报
2024年08月02日
On Our Minds - Taiwan Still thriving in the AI boom
Taiwan’s economy has remained resilient thanks to the AI boom. 2Q GDP growth was stagnant – but this followed strong expansion in recent quarters. The AI boom has
海外研报
2024年08月02日
US Daily: July Payrolls Preview (Walker/Rindels)
We estimate nonfarm payrolls rose by 165k in July, below consensus of +175kand the three-month average of +177k. We estimate private payrolls increased
海外研报
2024年08月02日
USA: Initial Jobless Claims Above Expectations; Productivity Growth Stronger Than Expected
BOTTOM LINE: Initial jobless claims increased more than expected in the weekended July 27. The increase was led by a jump in filings in Michigan, which we
海外研报
2024年08月02日
S&P Global PMI in Line With Expectations
BOTTOM LINE: The ISM manufacturing index declined in July, against consensusexpectations for a modest increase. The composition of the report was weak, as the
海外研报
2024年08月02日
