海外研报
筛选
Telecom Argentina Good Revenue Pickup in 2Q24, Beating JPMe
Financial Summary: In real terms, service revenues were down 7% y/y (5% beat to JPMe). Revenues were down 8% y/y (6% vs JPMe). EBITDA was up
海外研报
2024年08月15日
US Economics Weekly Risingunemployment is not“transitory'
CITI'S TAKEThe rise in the unemployment rate is the clearest sign yet that rather thanachieving a “soft landing" the US economy is more likely to slide intorecession.Attempts to explain away
海外研报
2024年08月14日
Economic Insights
Core CPI inflation likely remained weak in July. We expect an increase of just 0.077% m-o-m, similar to the June reading of 0.065% .
海外研报
2024年08月14日
G7 and BIC outlook
Although the labor market has cooled substantially, there is not enough evidence of recession in the near-term.
海外研报
2024年08月14日
CHF: more reversal in sight?
Asia overnight Investors are making a cautious start to the week. While investor sentiment continues to gradually recover following last week’s drubbing, key US retail sales
海外研报
2024年08月14日
Weekly Warm-up: Valuations Matter and Defensive Quality Is Still the Best Option
Markets are looking for better growth or more policy support to get excited again. We don't see confirming evidence in either
海外研报
2024年08月14日
The Weekly Worldview: Rising Central Bank Action
If life were a Greek tragedy, we would call it foreshadowing. In reality, it was an unfortunate coincidence. The BoJ’s website temporarily went down when the policy
海外研报
2024年08月14日
Cheatsheet - G10 & EM Week Ahead: Half and half
US core CPI should, in part, comfort Fed officials but, in other, keep them squarely focused on labor and economic trends. US retail
海外研报
2024年08月14日
US MARKET INTELLIGENCE:AFTERNOON BRIEFING
SPX +1.7%, NDX +2.5%,RTY +1.6%.WTl -200bps at $78.46, NatGas -114bps to $2.16, UKNatGas -82bps to 0.9594, Gold -26bps to$2,466, Silver -45bps to $27.85, 10Y @ 3.847%, andVIX @ 18.12.
海外研报
2024年08月14日
Investor Sentiment: Risk-Love A binary call
Global Risk-Love resets to neutralGlobal Risk-Love, our contrarian sentiment indicator for equities, has plummeted from
海外研报
2024年08月14日
