海外研报
筛选
1QFY25 earnings improved this week with beats ahead of misses
Performance: NIFTY closed flat w/w. Energy, Pharmaled (up 1-3%), while Property, IT lagged (down 3-4%).
海外研报
2024年08月05日
Japan Weekly Kickstart Japan stocks fall sharply; 1Q earnings summary
Summary of the weekTOPIX: 2,537.60 (-6.0%) / NK225: 35,909.70 (-4.7%)n Top sectors: Marine Transport, Iron & Steel
海外研报
2024年08月05日
A Question of Pace
With the cutting cycle set to start in September as expected, the pace of further cuts is now the debate. Markets are pricing more
海外研报
2024年08月05日
How Weak Is the Consumer?
Over the past few months, our discussions with clients have centered on the slowdown in consumer spending and the leading indicators which suggest it may
海外研报
2024年08月05日
WBD & PARA Credit: Another 'Spin' on Our Cautious Views
Sizable spread moves since mid-July, first idiosyncratic and then more market-driven, warrant a refresh of our views and trades.
海外研报
2024年08月05日
Quicker labour market cooling could mean more aggressive Fed
A much quieter calendar lies ahead for the coming week, highlighted by ISM services and the Fed’s senior loan officer opinion survey (SLOOS).
海外研报
2024年08月05日
substantial foreign outflows continued in Tech
Performance: MSCI/All Taiwan -2.3%/-2.0% this week,underperforming MXAPJ by -1.5% (in US$), dragged by
海外研报
2024年08月05日
The Fed Dot Plod
Suddenly everyone is raising the number of Fed cuts this year and early next year. Without a doubt Friday’s job report was Weak with Few Redeeming Qualities. While we argued that the Fed SHOULD
海外研报
2024年08月05日
Trade Close: Close Options Recommendation
We close our recommendation to buy SO calls. We close our 31-July, 2024recommendation to buy SO 9-Aug Weekly $84 calls at a gain following their
海外研报
2024年08月05日
UK Weekly Kickstart Summer data-only update
MSCI disclosureAll MSCI data used in this report is the exclusive property of MSCI, Inc. (MSCI). Without prior written permission of MSCI,
海外研报
2024年08月05日
