海外研报
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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.
海外研报
2024年07月24日
General Motors Co. (GM): 2Q24 First Take
This was a strong report, in our opinion, as GM’s results were aboveFactSet consensus and the company raised its CY24 EBIT, EPS and FCF
海外研报
2024年07月24日
What can be, unburdened by what has-beens?
Global IT systems crashed on Friday. Two days later, a week after the attempted assassination of former President Trump, President Biden crashed. It seems full steam ahead for Kamala Harris, sofar.
海外研报
2024年07月24日
LOGI; NOW; TER GOOGL & TXN Bars; Media Survey; APH; CALX; CDNS; FLEX; GLW;
Sentiment: I think HFs were short into WWDC and have been forced to cover in the weeks that followed throughbetter ad checks and the appreciation that GOOGL, is the cheapest Mag7 stock while having retained the most costoptionality. New
海外研报
2024年07月24日
INTERNATIONAL MARKET INTELLIGENCE:MORNING BRIEFING
OVERNIGHT BRIEFJS/EU trade: European Equities opened mostly firmer and continued to edge higher duringthe day (SXXP 0.9%, $X5E 1.5%). Risk Markets were helped by the news that Joe Biden ended hisreelection campaign and endorsed Vp Kamala Harris. This
海外研报
2024年07月24日
Tesla Inc. (TSLA): 2Q24 First Take
Our initial view from the shareholder letter is that the report will be viewedby investors as a modest negative given the weakness in the automotivenon-GAAP
海外研报
2024年07月24日
What would a Trump defeat mean for the USD?
Asia overnightA rebound in US technology stocks fizzled in Asia and at the time of writing, S&P500 futures were trading in the red. Asian bourses were trading mixed with
海外研报
2024年07月24日
Consolidation without expenditure compromise
Faced with a trade-off between fiscal consolidation and expectations demand
海外研报
2024年07月25日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index dropped 0.4% today. Philippines and Singapore marketsoutperformed, while Hong Kong and Korea markets underperformed. Within MXAPJ
海外研报
2024年07月25日
Global Macro Insight
We think the economics of elevated wage growth and sticky service sectorinflation do not warrant a rate cut at the 1 August meeting, despite the
海外研报
2024年07月25日
