海外研报

Attempted assassination of presidential candidate Donald Trump

On Saturday evening, former President Donald Trump was wounded in anassassination attempt during a campaign rally. A bystander was killed, andtwo others were critically wounded. The assailant was shot dead by securityservices.

Weekly automotive pit stop

We believe that the accompanying valuation framework is one of the most important fundamental factors that should be considered when making investment decisions on

Positioning portfolios for a likely pickup involatility

Thought of the dayUS equities started the week at fresh record highs, with the S&P 500 and theNasdag rising amid increased market confidence of a Federal Reserve rate cutin the coming mont

2Q24 EPS Review: Banking on a Strong 4Q to Achieve 2024 Guidance

Executive SummaryBottom line: EPS was ahead of expectations owing to lower provision for credit losses (NPAs,NCOs little changed) and lower expenses (lower comp). Net interest income remains pressured

Cooling growth = cooling inflation

Economics: Slowing activity and inflation?Last week’s data suggested that activity is moderating. ISMs printed below 50, vehicle sales were lower than expected, and job growth moderated. With activity cooling,