海外研报
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Armstrong World Industries Inc. (AWI): 2Q24 First Take
2Q Beats Consensus, Miss vs GSe Led by Margin: Armstrong reported 2Q adj.EPS of $1.62, below our $1.63 estimate but above FactSet consensus of $1.55. The
海外研报
2024年07月31日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index dropped 0.4% today. India and Singapore markets outperformed,while Indonesia and China markets underperformed. Within MXAPJ sectors, Utilities
海外研报
2024年07月31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31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31日
BofA Securities Equity Client Flow Trends Third week of equity selling
Institutional clients continue to sell equities• Single stock-led selling: Last week, during which the S&P 500 was -0.8%, BofA Securities clients were net sellers of US equities (-$3.3B) for the third straight
海外研报
2024年07月31日
Week 3: risks of overinvesting in AI overinvestors
Half-time report: 3% beat, guidance improves for large206 S&P 500 companies (46% of index EPS) have reported, beating consensus EPS by
海外研报
2024年07月31日
Emerging Insight The Great Divides in USD/CNY
Key takeaways• As the focus on USD vs. CNY valuation and trade intensifies, we take a broader look at key macro charts.
海外研报
2024年07月31日
Macro Risk Digest Lingering risks
Top of mind: hedging fiscal worries Fiscal concerns have increased in the US and Europe: we outline the key macro
海外研报
2024年07月31日
Maintaining our S&P 500 target of 5400, rotation is where the action is
Neutral on index, bullish on internalsOur market timing signals have downshifted from bullish to neutral. In mid 2023, sentiment was deeply negative and our toolkit suggested that the direction of economic
海外研报
2024年07月31日
Risk-reward still more favorable for cyclicals
Economics: The economy continues to defy its skepticsLast week, 2Q GDP surprised to the upside, signaling that even if the economy has slowed, it is still meeting its potential. This week, the focus will likely be on the Fed and
海外研报
2024年07月31日
