海外研报

Market Intelligence: US Morning Update

Click “here” to listen to the US Morning Call.Stocks in Asia were mixed Friday as mainland China and Hong Kong eked out

2Q24 EPS Miss on Margins; Initial 3Q Trendlines Somewhat Muted vs Expectations

Bottom Line: ARCB 2Q24 adjusted EPS of $1.98 was belowGSe/Visible Alpha Consensus estimates of $2.20/$2.08. Results

Asia Macro Weekly

Malaysia’s investment approvals maintained a robust pace in Q1 2024 after rising to an all-time high in 2023. Investments accelerated in the

SocGen - Market Wrap-up - Is it time to rethink our credit view.

The markets had a positive start to the session ahead of the US CPI numbers, with equity indices gaining around half a percentage point and sovereign bond yields falling by a

BofA_Global Economic Weekly The Powell put comes too early_20240920

Global Letter: The Powell put comes too earlyWith US growth somewhat above potential, a strong consumer, the stock market at

FX Model Trend & Strategy

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or

GS--Estimating 0.24% for September Core PCE

BOTTOM LINE: September core CPI rose 0.31% month over month, above