海外研报
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Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index rose 0.5% today. Indonesia and Korea markets outperformed,while China and Hong Kong markets underperformed. Within MXAPJ sectors, Info
海外研报
2024年08月15日
Americas Construction: Building Products Home Depot F2Q24 Read-Throughs
Consumer Pullback Weighs on Home Improvement Demand: Home Depot(covered by Kate McShane) reported F2Q US comps down 3.6% YOY, vs -2.0% in
海外研报
2024年08月15日
BONDS ARE BACK BUT DON’T GET TOO EXCITED
The RBNZ has commenced its easing cycle today and massively revised downwards its projections for the official cash rate, in a dovish surprise for duration globally. The global easing
海外研报
2024年08月15日
Option buying opportunities on off-cycle reporters
One of our preferred options strategies ahead of earnings is buying straddleson names where implied moves are inexpensive relative to their typical
海外研报
2024年08月15日
USA: Core CPI Roughly in Line With Expectations; Estimating a 0.14% Increase in July Core PCE
BOTTOM LINE: July core CPI rose 0.17% month-over-month, roughly in line withexpectations. The composition was mixed, as large declines in the volatile used cars
海外研报
2024年08月15日
The Deflation of Software
Generative AI has the potential to deflate the software industry. The proliferation of generative-AI-powered software development is widely expected to catalyze digital transformation
海外研报
2024年08月15日
The Pulse of the Market Pressure Release
In Pulse, we tackle hot topics and updates on our high frequency indicators. The three big things you need to know: First, last week’s price action relieved some pressures on
海外研报
2024年08月15日
This is Non-Independent Research, as defined by the Financial Conduct Authority
Today’s session kicks off with markets having to digest the new set of UK inflation data. UK headline CPI was expected to rebound from June’s 2.0% handle, but the rebound was slightly smaller than expected, with
海外研报
2024年08月15日
Nomura Quant Insights
US equity rebound being powered by macro hedge funds buying the dipUS equities (S&P 500) have continued to pick themselves back up. Investors have gone
海外研报
2024年08月15日
2Q24 Results & Conference Call Highlights
Nubank reported GAAP net income of US$487 million, up 29% q/q and 117% y/y, coming in 11% above our estimate of US$440 million and 13% above consensus
海外研报
2024年08月15日
