海外研报
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Earnings-day volatility at 14-year highs
We analyzed the earnings day moves of the 362 S&P 500 stocks that havereported so far this earnings season and compared them with the past 18
海外研报
2024年08月08日
Global Strategy Weekly
What just happened? Don’t look Ethel The FT’s ever-excellent Rob Armstrong sums up the current turmoil nicely in hisUnhedged column, arguing that the recent rout has been driven by a combination of:
海外研报
2024年08月09日
Eye on Freight: Tracking Trucker Employment
Long haul trucking gained 1,000 drivers in June, below their pre-COVIDseasonal sequential increase of ~3,400 drivers (we note that long haul data
海外研报
2024年08月09日
Industrial Production Declined Further in June
Bottom Line: Industrial production contracted 20.2% yoy in June weaker than the15.0% decline in May. On a sequential basis, industrial production declined 1.5%
海外研报
2024年08月09日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index dropped 0.4% today. Indonesia and Thailand marketsoutperformed, while Taiwan and Korea markets underperformed. Within MXAPJ
海外研报
2024年08月09日
2Q24 Earnings Update: Return of the Macro
2Q24 earnings has been mostly good news but not enough toshrug off deteriorating macro; breadth of EPS beats and Y/Y
海外研报
2024年08月09日
