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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

Americas Morning Research Summary

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
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European Morning Research Summary

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
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Boeing Co. (BA): Updating model for defense segment disclosure, legal payment

We are updating our BA model to incorporate recent commentary from Boeing’sCEO of Defense, Space & Security, Ted Colbert, where he stated 2Q24 financial
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BofA Securities Equity Client Flow Trends Big week of equity selling

Biggest net sales since Nov. 2020: Last week, during which the S&P 500 was -2.0%, BofA Securities clients were largest net sellers of US equities (-$7.0B) since 2015. Sales were driven by single stocks, while ETFs saw muted inflows.
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Greater China Insight 19 July 2024

This cut was prompted by lower-than-expected Q2 GDP of below 5%. We cannot rule out another cut in Q4 if Q3 GDP remains below 5%.
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Macro Strategy

Markets began to stabilise again yesterday, with the Magnificent 7 (+2.33%)leading the recovery after a 4-day slump last week, The moves came as earningsseason is about to ramp up, with Tesla (+5.15%) and Alphabet (+2.26%) set to bethe first ofthe
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Balancing an accommodative Fed and a complex US election across emerging markets

Macro focus:Over the last seven w eeks, the outlook for the Fed has become more supportive w ith favourable inflation and labour prints that has led to the pricing of
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USD Rates Chart Pack: Futures Positions & Curve Analysis

The report captures the US Commodity Futures Trading Commission (CFTC)’s Commitment of Traders (COT) data oninvestor positions in futures at aggregate levels as well as by maturity sectors.
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General Motors Co. (GM): 2Q24 First Take

This was a strong report, in our opinion, as GM’s results were aboveFactSet consensus and the company raised its CY24 EBIT, EPS and FCF
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