海外研报

Armstrong World Industries Inc. (AWI): 2Q24 First Take

2Q Beats Consensus, Miss vs GSe Led by Margin: Armstrong reported 2Q adj.EPS of $1.62, below our $1.63 estimate but above FactSet consensus of $1.55. The

ROTATION, RESET OR BOTH?

The mid-summer equity sell-off is as much about rotation as it is a market resetamplified by technical factors against the backdrop of a sharp yen rally, signs of

Resist The Urge To Buy The Dip

The risk-off mood that dominated markets on Thursday, Friday and the early stages of Monday's trading amiddismal payrolls, tech earnings and manufacturing PMls seems to have dissipated for the time being. Thepositive signal from July's iSM services