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LULA CLAWS BACK A SHARE OF THE BUDGET
Brazil’s Supreme Court (STF) has handed the executive branch another win in the latter’s attempt to regainmore control over the federal budget. The latest ruling relates to the so-called “PIX amendments”, which refer to
海外研报
2024年08月22日
OLYMPIC MEDALS AS A LEADING INDICATOR?
With the Paris Olympics having finished with a medal table reminiscent of Cold War superpower dominance, we decided to take a look at the historical medal performance at the Summer Games
海外研报
2024年08月22日
Learnings from Q2 earnings
Decent Q2 earnings. The Q2 reporting season saw EPS growth improving sequentially in bothEurope and US to 3% and 10%, respectively, well above consensus estimates. Both of these
海外研报
2024年08月22日
Boeing Co. (BA): Monthly aircraft delivery tracker: August mid-point check-in
Our aircraft delivery tracker, based on Planespotters data, shows Boeing hasdelivered 24 aircraft thus far in August through 8/21, including 16 737 MAX, 2 777, 3
海外研报
2024年08月22日
Global Earnings Revision Ratio Earnings rebound
Global Earnings Revision Ratio resumes uptrendThe “hint of softness” in earnings expectations on which we reported in July was short
海外研报
2024年08月22日
Steel prices are down, but the consumer pays a green premium
Steel prices have fallen, but green steel at a premiumSteel prices have been under pressure in Europe and the US. Yet a decline of EU
海外研报
2024年08月22日
The Global Point Wednesday, 21 August 2024
Geopolitical and economic risks are back in focus. We update our proprietary Geoeconomic Risk Premium model, which measures how much of a “geo-economic”
海外研报
2024年08月22日
