海外研报

Strong Quarter Highlights Future Growth Trajectory

Summary: While 2Q op EPS of $1.69 missed the Street's $1.71 estimate and our $1.76, PPNRbeat on accelerating growth, with all of the miss from higher provision due to outsized loan

BIDEN RESIGNS AND HARRIS FEELS THE HEAT (OF HISTORY)

President Biden’s departure from the presidential race did not coronate his VP, Kamala Harris, as successorcandidate for president. If he had instead resigned from office, he would have cemented her candidacy and given

Interest Rates Daily

Summer season means more time to dig into our methodology and hone our tools. With 2026 now on the monetary policy horizon (around 18 months from now), we

Argentina: Trade Surplus in June Supported by Weak Imports and a Stronger Harvest (Armella)

Bottom Line: The trade balance recorded a US$1.9bn surplus in June, up from theUS$1.8bn deficit recorded a year ago but weaker than the US$2.6bn surplus in the

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index dropped 0.6% today. China and Hong Kong marketsoutperformed, while Taiwan and Korea markets underperformed. Within MXAPJ