海外研报
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2Q24 EPS Miss on Margins; Initial 3Q Trendlines Somewhat Muted vs Expectations
Bottom Line: ARCB 2Q24 adjusted EPS of $1.98 was belowGSe/Visible Alpha Consensus estimates of $2.20/$2.08. Results
海外研报
2024年08月05日
weighed down by continued weakness in North Asian markets & Global Cyclicals
MXAPJ lost 0.8%, dragged down by Philippines, Taiwan andKorea (-2% each), while Thailand, Australia, and Indonesia
海外研报
2024年08月05日
Barclays Equity Factor Monitor
Updated monthly holdings and performance stats for ourequity factor baskets across the US & Europe are presented
海外研报
2024年08月05日
Change in Fed call: Three 25bp cuts this year
With this morning's weaker-than-expected labor market report,we now expect the FOMC to cut rates by 25bp three times this
海外研报
2024年08月05日
Global Economics Weekly Ready, set... slow
The global economy is showing signs of slowing, withmanufacturing weakening and the US labour market cooling.
海外研报
2024年08月05日
CQ2 Public Cloud Update; Steady Growth in Q2, Capex Remains Top of Mind
CQ2 showed sequential growth improvements for AWS and GCPwhile Azure was steady (when adjusting for the leap year). A
海外研报
2024年08月05日
New CEO announced, production outlook held, higher FCF use expected for FY; Buy
Our view on the stock post 2Q24 earningsWhile 2Q24 was a choppy quarter, we think sustained progress onproduction rates (July similar to an improved June) and the
海外研报
2024年08月05日
July FOMC meeting: Not quite there yet
Not quite there yetIn our view, the main message from the July FOMC meeting is that the Fed is getting closer to a rate cut, but needs more evidence that inflation is under control before it
海外研报
2024年08月05日
