海外研报
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Oh what a difference the margin makes
Workday delivered broadly in-line F2Q results and F3Q/FY25 guidance which were overshadowed by updated mid-term targets, slightly lowering Subscription
海外研报
2024年08月24日
Moderate buying in the region this week
Foreign (FII) flows / positioningn EM Asian ex-China region saw buying (+US$0.9bn) this
海外研报
2024年08月24日
End of Week Market Intelligence: ready...
US stocks are trading higher Friday and on pace for a ~1% gain for the week (for theS&P 500 as of Friday at 1:30 PM) as investors have been reacting to a slew of
海外研报
2024年08月24日
FX Daily Snapshot Europe Weekly Focus
The flash PMIs for August did little to ease concerns about a slowing euro area economy. A temporary boost to French services from the Olympics
海外研报
2024年08月24日
Confirmation Bias In Action
Sometimes financial markets seem almost willfully perverse. During Wednesday’s trading, the price of the front-month WTI crude oil future fell
海外研报
2024年08月24日
Permanent Portfolios, Policies And Asset Returns
“You were given the choice between war and dishonor. You chose dishonor, and you will have war.”
海外研报
2024年08月24日
Global Economics Wrap-Up: August 23, 2024
August flash PMIs show strength in services but continued weakness inmanufacturing:
海外研报
2024年08月24日
GS TWIG Notes: This Week in Global Research - August 23, 2024
Jan Hatzius lowers the probability that the US will enter a recession in the next12 months to 20% from 25% in last weekend’s note, “Renewed Progress on
海外研报
2024年08月24日
Limited impact from roadmap delays, but less pricing power upside in FY26
Roadmap changes and production delays to next-gen GB200 chips unlikely to significantly affect 2H24 or FY26 outlook
海外研报
2024年08月24日
The Flying DutchmanIndia: What can go wrong?
What can go wrong? The FTSE India has rallied for 13 out of the past 15 years. More than USD100bn has gone into the market in the last four years just from
海外研报
2024年08月24日
