海外研报
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INTERNATIONAL MARKET INTELLIGENCE:MORNING BRIEFING
OVERNIGHT BRIEFJS/EU trade: European Equities opened mostly firmer and continued to edge higher duringthe day (SXXP 0.9%, $X5E 1.5%). Risk Markets were helped by the news that Joe Biden ended hisreelection campaign and endorsed Vp Kamala Harris. This
海外研报
2024年07月24日
Canada Production Remains Solid, But Risk From Wildfires Grows
Brent crude prices dropped to early June levels as investor sentiment movedtowards bearish pricing of Trump’s presidency risks and as a stronger dollar fueled
海外研报
2024年07月24日
Tesla Inc. (TSLA): 2Q24 First Take
Our initial view from the shareholder letter is that the report will be viewedby investors as a modest negative given the weakness in the automotivenon-GAAP
海外研报
2024年07月24日
What would a Trump defeat mean for the USD?
Asia overnightA rebound in US technology stocks fizzled in Asia and at the time of writing, S&P500 futures were trading in the red. Asian bourses were trading mixed with
海外研报
2024年07月24日
Consolidation without expenditure compromise
Faced with a trade-off between fiscal consolidation and expectations demand
海外研报
2024年07月25日
Alphabet Inc. (GOOGL): Q2’24 Earnings First Take
We expect the market to have a muted reaction to Alphabet’s Q2’24 earnings reportupon our first read/analysis of the results. In terms of upside, we would point to
海外研报
2024年07月25日
