海外研报

Dollar Tree Stores Inc. (DLTR): First Take: 2Q miss; FY guidance lowered

DLTR reported 2Q adj EPS of $0.67, below the GS estimate of $1.07 and consensus(Refinitiv) of $1.04. Consolidated SSS of +0.7% was below GS/consensus at

A small step for the dollar or a giant leap against it?

USD levels. There is still no sign of anything on the EUR side that could contribute to thismovement. See figure above.

UBS--Global Risk Radar: Middle East conflict extends to Lebanon

• The current conflict in the Middle East has

GS--Boeing Co. (BA): September aircraft order & delivery report01

Boeing reported 65 gross new aircraft orders, no outright cancellations, and (66)

MS_Future of Europe - The Demographic Challenge and What It Means for Growth_20241009

A declining working age population could weigh on European growth. All else equal, we estimate a 4%