海外研报
筛选
Let’s be rational
EUR flatteners look attractive on the back of the recent short-end rally. Bond risk premia are on the rise despite tight credit spreads.
海外研报
2024年07月26日
Pool Corp. (POOL): 2Q24 First Take
2Q EPS Beat Led by Revenue: Pool Corp reported 2Q EPS of $4.99, above our$4.92 estimate and FactSet consensus of $4.91. The outperformance was primarily
海外研报
2024年07月26日
How inflationary are Trump’s tariffs?
Trump’s 60/10 tariff proposal could raise prices by 1.8% over two years, absent second-round effects• Supply chain disruption and adjustment costs risk elevating these inflationary costs
海外研报
2024年07月26日
Trade Close: Close Options Recommendation in TSLA, EW, IBM, CMG
We close our recommendation to buy TSLA calls. We close our 5-Jun, 2024recommendation to buy TSLA Aug-24 $175 calls at a gain following their earnings.
海外研报
2024年07月26日
Valero Energy Corp. (VLO): First Take: In Line Quarter, But Softness in Refining
Valero Energy (VLO) reported adjusted 2Q24 EPS of $2.71 versus GS/FactSet Sharpconsensus of $2.67/$2.60. Adjusted cash flow during the quarter was in-line with
海外研报
2024年07月26日
