海外研报

The Global Point Friday, 23 August 2024

Following softer-than-anticipated launch of Naraka Bladepoint Mobile and concerns on adjustment impact from FWJ PC, it is not a surprise NTES’ 2Q24 print

POWELL CONFIRMS THE EASING CYCLE HAS BEGUN

The economy is not now in recession, but when recession is not an option and inflation is low enough with the funds rate 250BP > inflation, employment must become the policy focus. The F

GS--Americas Banks: Regional: FITB and MTB provide mid-quarter guidance update

FITB: Mid-quarter update points to higher PPNR driven by better feesFITB provides mid-quarter update: After the close on Tuesday (9/10/24), FITB

GS--Charter Communications Inc. (CHTR): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: We have three key takeaways: (1) The company sees ACP losses goingbetter than expected thus far; (2) Charter believes its competitive value proposition

FX Daily Snapshot Europe Weekly Focus

The UK data flow has been broadly favourable for the BoE since the first cut in August but policymakers are divided around underlying inflation

Citi_Commodities Flows Dovish FED and the 4Q 2024 Commodities Market Outlook_20240923

Citi published its flagship Global Commodities Quarterly on Sunday 15thSeptember, in advance of a dovish September FOMC. The Fed delivered a 50

Precious Metals Trading Desk View

herein are those of the desk and/or the author only. The publication cannot be considered as

weekly-investment-commentary-en-us-20241021-us-earnings-strength-stands-out

We think U.S. corporate earnings strength will keep broadening beyond tech in