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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
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Rate Cuts Won't Ensure A Soft Landing

A comparison with the most recent 3 months of performance is not particularly relevant, given that this cycle'ssector performance landscape has been distorted by a lack of breadth caused by the meteoric rise in ahandful of iT and iT-adjacent in
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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),
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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'
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US Job Openings Above Expectations, Hires Slow

US job openings grew by 8.18 milion in June, exceeding expectations of 8 milion, but below May's 8.23milion openings. The pro-cyclical manufacturing sector accounted for the largest drag, withdrawing 100thousand openings, or one-sixth of its May
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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
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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
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CEO David Solomon meeting takeaways

Three catalysts to drive stock outperformanceOur meeting with Chairman and CEO David Solomon highlighted the significant
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Expected H2 Azure acceleration suggests Q4 softness likely to be short lived

Ramping adoption of native AI services backs H2 accelMicrosoft delivered Q4 results below somewhat heightened expectations, largely due to
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Combing through the 10K: Unit declines weighed on apparel sales

F24 sales impacted by decline in unitsTotal sales in F24 increased 1% ccy to $51.4bn and were led by higher sales in the
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