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Weekly Warm-up: Our Take on the Recent Price Action
Key Developments to Watch As Earnings Season Progresses...Earnings revisions breadth for the overall market has started to trend lower as we
海外研报
2024年07月31日
Strong FCF generation to drive c.13% SH returns in 2024E, with 10% DPS increase; Buy
BP reported broadly in-line 2Q24 results this morning (July 30), withRC operating profit at US$5,414 mn, 2% below company-compiled
海外研报
2024年07月31日
From the Global Director of Research | North America
A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that
海外研报
2024年07月31日
TECHNICAL ANALYSIS
2y UST has experienced a steady down move after break below the lower band of its multi-month range. It breached the trend line
海外研报
2024年07月31日
South Africa: June Budget Data Point to Modest Revenue Outperformance and On-Track
Bottom Line: National Treasury released budget execution data for the month ofJune that show a ZAR39bn monthly surplus (non-seasonally adjusted), slightly above
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2024年07月31日
Disinflation set to continue, but upside risks are plentiful over the summer
The disinflation in both headline and core inflation has stalled. Negative base effects will likely drag headline inflation to within touching distance of 2% in the autumn, but it will
海外研报
2024年07月31日
Positioning Intel; ON, FFIV & ST Previews; ANET; CDW; CHTR; CRWD; GLW
My colleague Jack Atherton, who covers Comm, Internet, Media and Sofware, is on New Parent Leave untilLabor Dax, I’l! be backing him up - ineluding sending this combined TMT morning daily, and providing hisearnings first-takes in the weeks to
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2024年07月31日
FX Viewpoint USD: Cool data, hot politics
Key takeaways• Cooling US data and Fed-speak has brought forward cut pricing and weighed on the USD. We expect more depreciation in H2.
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2024年07月31日
TIME TO TURN ATTENTION TO MANAGING THE FED BALANCE SHEET
The headline coming out of this week’s FOMC meeting will be the signal that funds ratecutting begins in September, with the usual caveats. Probably not reported but still very
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2024年07月31日
Week 3: risks of overinvesting in AI overinvestors
Half-time report: 3% beat, guidance improves for large206 S&P 500 companies (46% of index EPS) have reported, beating consensus EPS by
海外研报
2024年07月31日
