海外研报
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Canada Production Remains Solid, But Risk From Wildfires Grows
Brent crude prices dropped to early June levels as investor sentiment movedtowards bearish pricing of Trump’s presidency risks and as a stronger dollar fueled
海外研报
2024年07月24日
Tesla Inc. (TSLA): 2Q24 First Take
Our initial view from the shareholder letter is that the report will be viewedby investors as a modest negative given the weakness in the automotivenon-GAAP
海外研报
2024年07月24日
What would a Trump defeat mean for the USD?
Asia overnightA rebound in US technology stocks fizzled in Asia and at the time of writing, S&P500 futures were trading in the red. Asian bourses were trading mixed with
海外研报
2024年07月24日
Consolidation without expenditure compromise
Faced with a trade-off between fiscal consolidation and expectations demand
海外研报
2024年07月25日
Alphabet Inc. (GOOGL): Q2’24 Earnings First Take
We expect the market to have a muted reaction to Alphabet’s Q2’24 earnings reportupon our first read/analysis of the results. In terms of upside, we would point to
海外研报
2024年07月25日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index dropped 0.4% today. Philippines and Singapore marketsoutperformed, while Hong Kong and Korea markets underperformed. Within MXAPJ
海外研报
2024年07月25日
