海外研报

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.

A more dovish ECB on inflation?

Last time, in June, the ECB surprised markets with significant upward revisions onthe inflation path while cutting its rates. This time, we expect the second rate cut

GS-- 2024 spending intentions dip marginally, but Gen-AI sees budget allocation strengthen

Our survey of CIO spending intentions for 2H2024 shows a marginal dip fromthe January 2024 survey that had inflected positively from March 2023’s low

GS--Flex (FLEX): 2024 Communacopia + Technology Conference — Key Takeaways

Presenters: We hosted Michael Hartung the company’s President, ChiefCommercial Officer and David Rubin, VP of IR, at our conference.