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The Global Point Friday, 23 August 2024

Following softer-than-anticipated launch of Naraka Bladepoint Mobile and concerns on adjustment impact from FWJ PC, it is not a surprise NTES’ 2Q24 print
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Commodity Call

The sands are quickly shifting in the Australia Carbon Credit Unit (ACCU) market. Voluntary purchases are quickly giving ground to compliance-related
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Next week...this week

Inflation will be the main theme next week, with key prints including the US PCE, flash August CPIs in Europe, as well as the Tokyo CPI. Consumer confidence
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Strengthening Profits, But Growth Needs More Training

Peloton delivered better than expected 4Q results with Connected Fitness (CF) subs coming in at the high end of its guide along with Revenue, and Adj. EBITDA coming
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Mostly stable F2Q but shy of convincing skeptics

F2Q results showed some signs of consumption stabilization along with solid bookings, though with a slimmer revenue beat than likely required to catalyze the
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What you need to know for the week ahead

Commentary for Monday: The data docket picks up this week with a handful of releases that will provide an initial glimpse into current-quarter economic activity.
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2Q24 US Internet Earnings Wrap

Digital Advertising: Broadly speaking, 2Q earnings (and 3Q guidance) were mixed. Mega cap saw better performance, with smaller (perhaps more brand-oriented)
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Oh what a difference the margin makes

Workday delivered broadly in-line F2Q results and F3Q/FY25 guidance which were overshadowed by updated mid-term targets, slightly lowering Subscription
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Moderate buying in the region this week

Foreign (FII) flows / positioningn EM Asian ex-China region saw buying (+US$0.9bn) this
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End of Week Market Intelligence: ready...

US stocks are trading higher Friday and on pace for a ~1% gain for the week (for theS&P 500 as of Friday at 1:30 PM) as investors have been reacting to a slew of
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