海外研报
筛选
Won’t be as easy next time
In a rare display of steadiness, yesterday’s packed calendar went mostly according to expectation, which is a welcome change after the past six weeks. The ECB left
海外研报
2024年07月20日
SAUDI KEY TO TRUMP OIL TRADE
Talk of ‘Trump trades’ has become more fashionable than ever since last weekend’s failed assassination attempt on the Republican nominee – but most such talk is inconclusive. The
海外研报
2024年07月22日
with Defensives outperforming Info Tech & Internet sectors
MXAPJ declined 3.1%, dragged by Taiwan, China offshore(-5% each) and Hong Kong (-3%), while Philippines (+3%),
海外研报
2024年07月22日
2Q24 EPS Review: Banking on a Strong 4Q to Achieve 2024 Guidance
Executive SummaryBottom line: EPS was ahead of expectations owing to lower provision for credit losses (NPAs,NCOs little changed) and lower expenses (lower comp). Net interest income remains pressured
海外研报
2024年07月22日
Despite the Heat, the Animal Spirits are Cooling Off
Stormy Spirits Ahead?Our Animal Spirits Index (ASI) fell in June to 0.53 from 0.88 in May but has remained positive in all six months of 2024 (chart). Previous reports detail the index's methodology, but on a basic level, an
海外研报
2024年07月22日
Weekly Equity Market Commentary & Conviction Calls
With 2Q earnings season in full swing, the recent rally seen in USequities cooled slightly this week. As evidenced by the
海外研报
2024年07月22日
Know When to Fold ‘Em?
Former President Trump is no longer the “presumptive” nominee and is now the official nominee. J.D. Vance is his official running mate. While the Republican ticket has been finalized
海外研报
2024年07月22日
dragged down by global cyclicals and financials amid significant foreign outflows
Performance: MSCI/All Taiwan -5.3%/-4.2% this week,underperforming MXAPJ by -2.4% (in US$), dragged by
海外研报
2024年07月22日
Mid-July JD Power US pricing data indicates industry ATPs at $43.9k, -2.0% m/m and -3.3% y/y
Analyst(s) Certification(s):I, Dan Levy, hereby certify (1) that the views expressed in this research report accurately reflect my personal views about any or all of the subject
海外研报
2024年07月22日
Interest Rates Daily
Summer season means more time to dig into our methodology and hone our tools. With 2026 now on the monetary policy horizon (around 18 months from now), we
海外研报
2024年07月23日
