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Macro Strategy
As we go to press this morning, the Bank of Japan have taken another step tonormalise their ultra-loose monetary policy, hiking their policy rate up to 0.25%having been in a 0-0.1% range before. In addition, they've announced plans tocurb their purchases
海外研报
2024年08月01日
Latest in Al: Higher costs, SearchGPTNvidia's China chip
In this edition of 'Latest in Al' we discuss how Al costs have continued to grow atAlphabet and Tesla, and how investors dumped their stock last week partly due toconcerns about when investments will pay
海外研报
2024年08月01日
HF Performance Resilient as Selling of Global Equities Persists
As we observed further drawdowns in equity indices, HFs were once again able to mitigate their losses to just a fraction of what indices
海外研报
2024年08月01日
Five ways to assess the stability of a bank
Past financial crises have highlighted the need for investorsand clients to understand a bank’s business model that goes
海外研报
2024年08月01日
Despite Some Near Term Noise, the Long Term Signal for Azure & AI Is Clear
As a reminder, our FQ4 (Jun) Microsoft partner survey work (link here) softened across most metrics, which we interpreted to mean that this quarter would have less
海外研报
2024年08月01日
Significant CapEx ramp supported by strong early demand signals – F4Q24 Results
We reiterate our Buy rating and $515 PT following Microsoft’sF4Q24 results. The stock reversed some of its negative after-hours
海外研报
2024年08月01日
US Macro Strategy: July FOMC Preview Rate cuts priced-in, now what?
Evolving rate cut expectations: At the start of the year, there were a slew of cuts expected. However, a combination of higher Q1 inflation and hawkish Fedspeak pushed pricing to less than 2 cuts for all of
海外研报
2024年08月01日
USD and the Fed: how soon is now?
Asia overnightDespite a weak lead from US technology stocks, investor sentiment remained firm in Asia. China’s soft PMI data is encouraging investors to think more help for the
海外研报
2024年08月01日
