海外研报

FX7 Charts What does Fed easing mean for the dollar?

The dollar’s reaction to Fed easing cycles has varied enormously in the past 40 years. In 1985, the dollar fell a long way, but not until four months after the first rate cut. In 1989, it started falling

How inflationary are Trump’s tariffs?

Trump’s 60/10 tariff proposal could raise prices by 1.8% over two years, absent second-round effects• Supply chain disruption and adjustment costs risk elevating these inflationary costs

Trade Close: Close Options Recommendation in TSLA, EW, IBM, CMG

We close our recommendation to buy TSLA calls. We close our 5-Jun, 2024recommendation to buy TSLA Aug-24 $175 calls at a gain following their earnings.

Valero Energy Corp. (VLO): First Take: In Line Quarter, But Softness in Refining

Valero Energy (VLO) reported adjusted 2Q24 EPS of $2.71 versus GS/FactSet Sharpconsensus of $2.67/$2.60. Adjusted cash flow during the quarter was in-line with

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The Coca-Cola Company is a global total beverage company. It owns or licenses and markets various beverage brands, which are grouped into categories, such as Coca-Cola; sparkling flavours;

IFAST Corporation Ltd

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Mapletree Logistics Trust

UUnniiqquuee AAssiiaa PPaacciifificc llooggiissttiiccss ppllaayy. Mapletree Logistics Trust (MLT) invests in a diversified portfolio of logistics properties across the Asia Pacific region with

Can Tesla execute on its "Autonomy" story?

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Yanlord Land Group Ltd

Yanlord Land Group Ltd (Yanlord) is a real estate development company focusing on high-end and luxury residential developments. The company has recently started to move towards

Regional Industry Focus ASEAN Healthcare

Thailand's fast and furious medical tourism vs. mature growth in Singapore. Singapore and Thailand have become