海外研报
筛选
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
Assessing the risks around our 2025 S&P 500 EPS estimates after a strong 2Q 2024 earnings season
The macro backdrop has distracted many investors from fully appreciating the strength of the 2Q earnings season. 56% of S&P 500 firms beat
海外研报
2024年08月19日
