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Strengthening Profits, But Growth Needs More Training

Peloton delivered better than expected 4Q results with Connected Fitness (CF) subs coming in at the high end of its guide along with Revenue, and Adj. EBITDA coming
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Next week...this week

Inflation will be the main theme next week, with key prints including the US PCE, flash August CPIs in Europe, as well as the Tokyo CPI. Consumer confidence
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Week 16 August – 23 August

• European summer finished early this year with cross-border issuance already hitting the market. Apart from
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USD: a Powell outage

Investors continue to recalibrate the amount of rate cuts they expect from the Fed this year. Slower growth in US initial jobless claims and mixed US PMI data as well
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Commodity Call

The sands are quickly shifting in the Australia Carbon Credit Unit (ACCU) market. Voluntary purchases are quickly giving ground to compliance-related
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USA: New Home Sales Well Above Expectations; Boosting Q3 GDP Tracking to +2.5%

BOTTOM LINE: New home sales jumped in July, significantly above consensusexpectations for a smaller increase. Following this morning’s data, we boosted our
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The Global Point Friday, 23 August 2024

Following softer-than-anticipated launch of Naraka Bladepoint Mobile and concerns on adjustment impact from FWJ PC, it is not a surprise NTES’ 2Q24 print
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US Weekly Kickstart

This week we published our Hedge Fund Trend Monitor and Mutual Fundamentals reports, which analyzed $6.5 trillion of holdings at the start of 3Q
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margin in 1H24; land bank optimization key to rebuild L-T growth visibility; Neutral

COGO reported 1H24 net profit -49% yoy to Rmb885mn on both topline decrease(-20% yoy) and GPM slide (-7pp yoy to 10%). We expect its topline growth outlook to
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Summer data-only update

Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures,
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