海外研报
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Alphabet Inc. (GOOGL): Q2’24 Earnings First Take
We expect the market to have a muted reaction to Alphabet’s Q2’24 earnings reportupon our first read/analysis of the results. In terms of upside, we would point to
海外研报
2024年07月24日
Downside Risk to Prices
We still forecast a $75-90 range for Brent given our base cases of trend-likegrowth in GDP and oil demand (under steady US policies), and OPEC+ market
海外研报
2024年07月27日
Barclays Equity Factor Monitor
Updated monthly holdings and performance stats for ourequity factor baskets across the US & Europe are presented
海外研报
2024年08月05日
August HICP preview: target approaching
We expect Eurozone headline inflation to decline from 2.58% to 2.20% YoY in August, favoured by large energy-negative base effects. In
海外研报
2024年08月24日
SocGen - On Our Minds - BoE preview – on hold and a further £100bn QT envelope
August’s narrow vote in favour of a cut, with some members who voted for the cut describing the decision as “finely balanced”, implies that the MPC will proceed
海外研报
2024年09月16日
BofA_T-Mobile US_20240920
Guiding to sector leading growth; PO to $220T-Mobile’s (TMUS) capital markets day (CMD) focused on its growth plans through
海外研报
2024年09月21日
