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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
US Weekly Prospects
Compared to last week’s event-filled calendar, the relatively quiet schedule this week gave time to pause and reflect on the
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2024年08月12日
Option buying opportunities on off-cycle reporters
One of our preferred options strategies ahead of earnings is buying straddleson names where implied moves are inexpensive relative to their typical
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2024年08月15日
THE EUROZONE ECONOMIC MONITOR
Money data suggest the savings rate is no longer rising, pointing to a pick-up in spending...
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2024年08月30日
