海外研报
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BANK OF JAPAN (FINALLY) GETS BOLDER
Today, the Bank decided (by a 7-2 majority vote) to raise the overnight call rate by 15bps to 0.25% and(unanimously) to roughly halve its monthly JGB purchases to around 3 trillion yen by 2026 Q1 via cuts of “about
海外研报
2024年08月01日
EA HICP: NO GREEN LIGHT FOR SEPTEMBER CUT, BUT SERVICE INFLATION SLOWS
July flash HICP for the Euro Area (EA) gives the ECB no green light to cut in September yet, but progress onservice disinflation is encouraging. Amid adverse base effects in energy inflation and increasingly less supportive
海外研报
2024年08月01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08月01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08月01日
Investment lmplications Of Election and Trump Policies
According to BCA Research's US Equity Strategy service, the stock market outperformance in 2024 thus faris an unusual pattern in election years. The historical data imply that the market wil suffer a spill if investors
海外研报
2024年08月01日
Uneven Upside Surprise In Eurozone Q2 Growth
Eurozone GDP surprised to the upside in Q2, growing by 0.3% q/q annualized against expectations of 0.2%.Stronger-than-expected expansions in France (0.3% q/g vs 0.2%) and Spain (0.8% g/q vs 0.5%), as well assteady growth in ltaly (0.2% q/q),
海外研报
2024年08月01日
US Consumers More Pessimistic About CurrentEconomic Conditions
The Conference Board measure of consumer confidence surprised to the upside, rising from 97.8 to 100.3 inJuly. Respondents' more optimistic economic outlook drove the overall increase, offsetting a bleaker view olcurrent conditions. Consumers'
海外研报
2024年08月01日
Boeing Co. (BA): 2Q24 First Take: year-end production targets reiterated, Kelly Ortberg named CEO
Bottom line: BA 2Q24 results are choppy, as the company worked throughproduction slow downs in commercial and recorded additional charges on challenged
海外研报
2024年08月01日
Less sizzle, enough AI substance, reiterate Buy
AI delivers, legacy improves, offset by higher cost profileAMD delivered a good quarter with modestly better outlook, addressing recent concerns
海外研报
2024年08月01日
CEO David Solomon meeting takeaways
Three catalysts to drive stock outperformanceOur meeting with Chairman and CEO David Solomon highlighted the significant
海外研报
2024年08月01日
