海外研报
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Strong Quarter Highlights Future Growth Trajectory
Summary: While 2Q op EPS of $1.69 missed the Street's $1.71 estimate and our $1.76, PPNRbeat on accelerating growth, with all of the miss from higher provision due to outsized loan
海外研报
2024年07月22日
Navigating 2025 AI cloud investment
The Morgan Stanley tech team's median expectation is for NVIDIA-related stocks to grow 37% Y/Y and non-NVIDIA to grow 14%.
海外研报
2024年08月12日
CEE in focus: Limited spillovers from French elections so far
Weekly report highlighting our latest EM views, recent performance, currentvaluation, the latest model updates, and our forecasts across EM.Focus for the Week:
海外研报
2024年07月01日
China+ Chartbook September 2024
China’s August activity data confirmed the insipid domestic demand picture, as retail sales and fixed asset investment growth slowed, despite a
海外研报
2024年09月22日
Barclays--European Morning Research Summary_20240913
This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
海外研报
2024年09月15日
USB--Get ready 4Q outlook: Rates, votes, and volatility
As we look ahead into the fourth quarter of the year, rates, votes, and volatility will be in focus—all of which could affect investment outcomes.
海外研报
2024年09月24日
FX Weekly--Muted USD reaction as Fed easing begins
FX View: This week the US dollar (DXY) is lower by only 0.4% following the FOMC decision to cut rates by 50bps. It’s clear market participants were well positioned for
海外研报
2024年09月24日
SocGen - Credit Strategy Weekly - Rate cuts to the rescue
A 50bp cut gave a boost to risky assets and credit took full advantage The Fed’s decision
海外研报
2024年09月24日
SocGen - Fixed Income Special - Convergence in sovereign greeniums
The greeniums of sovereign green bonds have generally converged between 1 and 6bp, reflecting a more stable and mature green bond market.
海外研报
2024年09月24日
GS--This Week in Asia-Pacific Macro: 23 - 29 September (Audio)
A quick summary of our macro insights on the past week’s developments andupcoming events in Asia-Pacific — including economic data, central bank policies,
海外研报
2024年09月24日
