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Pool Corp. (POOL): 2Q24 First Take
2Q EPS Beat Led by Revenue: Pool Corp reported 2Q EPS of $4.99, above our$4.92 estimate and FactSet consensus of $4.91. The outperformance was primarily
海外研报
2024年07月26日
US Daily: Renewed Progress on Recession Risk (Hatzius)
After the July jobs report released on August 2 triggered the “Sahm rule,” weraised our 12-month US recession probability from 15% to 25%. Now, we have
海外研报
2024年08月19日
BULL MARKET CRACKING?
Markets have rebounded sharply after the vol spike in early August and the equal weight S&P 500 had marked a new all-time high. Our pro risk trades have paid off, with the longs on the equal
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2024年09月06日
GD--GDP: SHIFTING GROWTH DRIVERS RAISE THE NEED FOR LOWER INTEREST RATES
fter all the economic volatility of the past several years, the annualized pace of real GDP growth since 2019 ends up the same as in the prior cycle (2007-19) – but with a very different
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2024年09月11日
GS--EPAM Systems Inc. (EPAM): Communacopia + Technology Conference 2024 — Key Takeaways
Bottom line: We have three key takeaways: (1) EPAM expects weaker discretionaryspending to persist through 2024, but is seeing early signs of stabilization; (2) EPAM
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2024年09月14日
