海外研报

2Q24 First Take: Beat supported by overlifts and gas marketing

Equinor reported 2Q24 results this morning (July 24), with group operating incomeat US$7,483 mn, +8% above company-complied consensus of US$6,959mn, and

Healthcare Pulse: Oh August... Investor sentiment

Considerations for the XLV @ 10k Feet. Macronarratives got turned on their head yet again with the

Mizuho China Weekly Outlook

China’s CPI rose by 0.5% YoY in July, surpassing market expectations. However, this uptick in the inflation rate was helped by stabilizing food prices rather than improved consumer demand. Food prices in July