海外研报
筛选
September 2024 update: Refreshing Japan & China Ideas
As we come out of results season and this summer’s volatility, we take theopportunity to refresh ideas in Japan & China. We add SMFG, TDK, Advantest,
海外研报
2024年09月06日
Americas Transportation: Railroads: Weekly Rail Carload Snapshot — Week 35
Total traffic results for US Class I rails under coverage imply carload growth nat +8.4% YoY in week 35, a slight deceleration versus +9.4% YoY in week 34.
海外研报
2024年09月06日
Catalyst or Culprit?
We present a comprehensive, collaborative, in-depth and multi-faceted analysis of a very complicated and controversial but potentially
海外研报
2024年09月06日
2024 Global Retail Conference
Health of the consumer and outlook for growth We expect messaging from the companies attending to be cautious on the health of the consumer, especially the lowest end.
海外研报
2024年09月06日
Expect sequential improvement as resilient disposable income is aided by waning
On September 4th and 5th we will host ~80 consumer companies at our 31st annualGlobal Retailing Conference, where we expect to hear updates on the US consumer
海外研报
2024年09月06日
August debt issuance volume growth decelerated as leveraged loan refinancing activity moderated
Debt issuance volume growth decelerated sharply in August as corporate leveragedloan refinancing activity moderated. Global debt issuance increased just 5% y/y in
海外研报
2024年09月06日
Acronyms, acrimony, and anagrams--Global Daily
Germany reeled from the far-right AfD and far-left BSW taking 42-49% of the vote in two eastern states. It could even have been worse: only a late “computer glitch” removed a seat the
海外研报
2024年09月06日
ECB HAWKS TRYING TO MANAGE CUT EXPECTATIONS
Headline HICP at 2.2%, softer wages, worsening EA growth and stalling new hiring finally overshadow concerns about service inflation – a September cut is coming
海外研报
2024年09月06日
VOLATILE MARKETS FAVOUR EM CREDIT
EM equity investors will remain cautious about re-entering the market. EM equity indices have fully made up the ground lost in the global market rout at the start of last month, but many
海外研报
2024年09月06日
A more dovish ECB on inflation?
Last time, in June, the ECB surprised markets with significant upward revisions onthe inflation path while cutting its rates. This time, we expect the second rate cut
海外研报
2024年09月06日
