海外研报
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US Daily: June CPI Preview (Hill/Walker)
We expect a 0.21% increase in June core CPI (vs. 0.2% consensus),corresponding to a year-over-year rate of 3.43% (vs. 3.4% consensus). We
海外研报
2024年07月11日
First Takes (CZR, MDLZ, SBUX), 4 Areas In Focus Today
QUICK TAKE:Likely to trade up on better than expected results in Las Vegas & Digital while Regionalsfell a bit short but not too far from where we heard recent buyside expectations, Positioning and sentimenthave been negative and expectations were low,
海外研报
2024年07月31日
Macro at a Glance: Latest views and forecasts
n Revised our Fed policy path expectations to include a string of consecutive 25bpcuts in September, November, and December (vs. quarterly cuts previously) as
海外研报
2024年08月08日
