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US Daily: July Payrolls Preview (Walker/Rindels)
We estimate nonfarm payrolls rose by 165k in July, below consensus of +175kand the three-month average of +177k. We estimate private payrolls increased
海外研报
2024年08月02日
USA: Initial Jobless Claims Above Expectations; Productivity Growth Stronger Than Expected
BOTTOM LINE: Initial jobless claims increased more than expected in the weekended July 27. The increase was led by a jump in filings in Michigan, which we
海外研报
2024年08月02日
S&P Global PMI in Line With Expectations
BOTTOM LINE: The ISM manufacturing index declined in July, against consensusexpectations for a modest increase. The composition of the report was weak, as the
海外研报
2024年08月02日
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
