海外研报

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

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

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.

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

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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;

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