海外研报
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S&P 500 2Q earnings preview: Other 493 back in the black
Macro weakened, but an EPS miss is rare. Guidance & revisions improved. We expect a typical 2% beat, smallest since 4Q22.
海外研报
2024年07月18日
Exposure to Big Tech impacted 1H results
Our US Regime Indicator (based on a three month moving average of the underlying raw indicator) continued to improve in June, but the underlying raw time series declined for a
海外研报
2024年07月18日
Week 1: 3% beat in early days
Big Banks delivered on 1Q results, all beating on EPS but not enough to lift stocks higher. Net interest income was guided flat to down, but trading and investment banking
海外研报
2024年07月18日
Ratings and Target Price Changes - July 17, 2024 as of 5:30 AM ET
Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
海外研报
2024年07月18日
Preview: have your hike and eat it too
We now expect the ECB to hike its rates by 75bp at its September meeting. Despite our natural dovishness, we have been pencilling in this
海外研报
2024年07月18日
UK: June Inflation—One Tenth Upside Surprise on Headline, Core, and Services
BOTTOM LINE: The June inflation numbers saw a one tenth upside surprise onheadline, core, and services inflation. Within services, the upside surprise relative to
海外研报
2024年07月18日
Path to goldilocks: Own cyclicals
Economics: Inflation box ticked, focus shifts to growthLast week, inflation ticked another box for the Fed. Headline inflation missed by 4.2
海外研报
2024年07月16日
dragged down by global cyclicals and financials amid significant foreign outflows
Performance: MSCI/All Taiwan -5.3%/-4.2% this week,underperforming MXAPJ by -2.4% (in US$), dragged by
海外研报
2024年07月22日
