海外研报
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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
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
