海外研报

Collateral Thinking Q2’24 earnings

Top of the stackOverall, we saw mixed picture in Q2. Revenue deteriorated as companies delivered a lower proportion of revenue beats and higher proportion of misses vs Q1, whereas EBITDA held

GS--Asian equities fell by 2%, dragged down by North Asian markets

MXAPJ -2%, dragged by Korea (-6%), Taiwan & China (-3%),while Thailand posted a 6% gain. Financials and software

BofA_Liquid Insight AUD and iron ore

Iron ore remains a large share of Australia's exports but prices have a tenuous historical relationship with AUD FX.

GS--Just Eat Takeaway (JETJ.L): Communacopia + Technology Conference — Key Takeaways:

Presenters: We hosted Just Eat Takeaway CEO and Founder Jitse Groen at theCommunacopia + Technology Conference.

USB--Global forecasts

CIO forecast tables reflect UBS CIO's view on growth, inflation, interest rates,and currencies for key countries and markets, real estate, as well as commodities.