海外研报
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FX Viewpoint USD: Cool data, hot politics
Key takeaways• Cooling US data and Fed-speak has brought forward cut pricing and weighed on the USD. We expect more depreciation in H2.
海外研报
2024年07月31日
FX Watch Where to fade the JPY rally
Cross-JPY pairs have been in secular uptrends since the start of the current rate cycle in 2021, and drawdowns to 100d SMA have been common. On average, major G10/JPY
海外研报
2024年07月31日
Strong FCF generation to drive c.13% SH returns in 2024E, with 10% DPS increase; Buy
BP reported broadly in-line 2Q24 results this morning (July 30), withRC operating profit at US$5,414 mn, 2% below company-compiled
海外研报
2024年07月31日
Weekly Warm-up: Our Take on the Recent Price Action
Key Developments to Watch As Earnings Season Progresses...Earnings revisions breadth for the overall market has started to trend lower as we
海外研报
2024年07月31日
