海外研报
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Path to goldilocks: Own cyclicals
Economics: Inflation box ticked, focus shifts to growthLast week, inflation ticked another box for the Fed. Headline inflation missed by 4.2
海外研报
2024年07月16日
Asia FX Talk BI to stand pat
Market HighlightsDisinflation in the US has resumed in Q2, but core inflation (particularly services inflation) could remain sticky in the months ahead. US retail sales was stronger than
海外研报
2024年07月18日
The Point for Europe
Infineon Technologies (IFXGn.DE) - Expect in line F3Q and steady FY24 guidance, prudently lower recovery growth in FY2
海外研报
2024年07月18日
The economic consequences of a second Trump presidency for emerging markets
Macro focus: With market-implied probabilities of a second Trump term rising, we take a first look at the potential reverberations for EMs. We view tariff policy as
海外研报
2024年07月18日
Overview – Retail Trading
For the latest data, including intraday updates, visit Investable AI/Data Analytics. • Since our Monday update, retail traders have reverted back to net buying
海外研报
2024年08月09日
Healthcare Pulse: Shifts Now Afoot... Investor sentiment
The title of our last weekly, “Strap-In” was a grossunderstatement for the epic momentum reversal thatensued this week
海外研报
2024年07月22日
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
