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FX7 Charts What does Fed easing mean for the dollar?
The dollar’s reaction to Fed easing cycles has varied enormously in the past 40 years. In 1985, the dollar fell a long way, but not until four months after the first rate cut. In 1989, it started falling
海外研报
2024年07月26日
How inflationary are Trump’s tariffs?
Trump’s 60/10 tariff proposal could raise prices by 1.8% over two years, absent second-round effects• Supply chain disruption and adjustment costs risk elevating these inflationary costs
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2024年07月26日
Trade Close: Close Options Recommendation in TSLA, EW, IBM, CMG
We close our recommendation to buy TSLA calls. We close our 5-Jun, 2024recommendation to buy TSLA Aug-24 $175 calls at a gain following their earnings.
海外研报
2024年07月26日
Valero Energy Corp. (VLO): First Take: In Line Quarter, But Softness in Refining
Valero Energy (VLO) reported adjusted 2Q24 EPS of $2.71 versus GS/FactSet Sharpconsensus of $2.67/$2.60. Adjusted cash flow during the quarter was in-line with
海外研报
2024年07月26日
EEQQUUIITTYY RREESSEEAARRCCHH
The Coca-Cola Company is a global total beverage company. It owns or licenses and markets various beverage brands, which are grouped into categories, such as Coca-Cola; sparkling flavours;
海外研报
2024年07月27日
Frasers Centrepoint Trust
MMaaiinnttaaiinn BBUUYY wwiitthh TTPP ooff SS$$22..7700.. FCT continues pull the right levers with the recent acquisition of NEX mall, placing it as “King of suburban retail malls”. With
海外研报
2024年07月27日