海外研报
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July HICP preview: another bump in the road
We expect Eurozone headline inflation to rise from 2.5% to 2.6% YoY in July, a very small rebound due to energy, probable noise in clothing
海外研报
2024年07月26日
Let’s be rational
EUR flatteners look attractive on the back of the recent short-end rally. Bond risk premia are on the rise despite tight credit spreads.
海外研报
2024年07月26日
Pool Corp. (POOL): 2Q24 First Take
2Q EPS Beat Led by Revenue: Pool Corp reported 2Q EPS of $4.99, above our$4.92 estimate and FactSet consensus of $4.91. The outperformance was primarily
海外研报
2024年07月26日
FX7 Charts What does Fed easing mean for the dollar?
The dollar’s reaction to Fed easing cycles has varied enormously in the past 40 years. In 1985, the dollar fell a long way, but not until four months after the first rate cut. In 1989, it started falling
海外研报
2024年07月26日
How inflationary are Trump’s tariffs?
Trump’s 60/10 tariff proposal could raise prices by 1.8% over two years, absent second-round effects• Supply chain disruption and adjustment costs risk elevating these inflationary costs
海外研报
2024年07月26日
Trade Close: Close Options Recommendation in TSLA, EW, IBM, CMG
We close our recommendation to buy TSLA calls. We close our 5-Jun, 2024recommendation to buy TSLA Aug-24 $175 calls at a gain following their earnings.
海外研报
2024年07月26日
Valero Energy Corp. (VLO): First Take: In Line Quarter, But Softness in Refining
Valero Energy (VLO) reported adjusted 2Q24 EPS of $2.71 versus GS/FactSet Sharpconsensus of $2.67/$2.60. Adjusted cash flow during the quarter was in-line with
海外研报
2024年07月26日
