海外研报

Tesla Inc. (TSLA): 2Q24 deliveries first take - results above consensus

Tesla delivered about 444k vehicles and produced about 411k vehicles in 2Q24Tesla reported preliminary 2Q24 vehicle deliveries of about 444k (up 15% qoq anddown 5% yoy), and production of about 411k vehicles (down 14% yoy). This

USD Rates Chart Pack: Futures Positions & Curve Analysis

The report captures the US Commodity Futures Trading Commission (CFTC)’s Commitment of Traders (COT) data oninvestor positions in futures at aggregate levels as well as by maturity sectors.

Supply and Cash Flow Monitors

 EUR22.5bn gross supply and EUR0.9bn net supply on the back of bigBTP redemptions and Bunds coupons. On offer new 10Y Bund, Green Bunds tap, LT OAT, SPGB (new 7Y) /

June payrolls preview: The job market continues to hum along

Cooling but not coolWe forecast nonfarm payrolls rose by a solid 200k in June, a 72k decline from the 272k