海外研报
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2Q24 EPS Review: Banking on a Strong 4Q to Achieve 2024 Guidance
Executive SummaryBottom line: EPS was ahead of expectations owing to lower provision for credit losses (NPAs,NCOs little changed) and lower expenses (lower comp). Net interest income remains pressured
海外研报
2024年07月22日
Strong Quarter Highlights Future Growth Trajectory
Summary: While 2Q op EPS of $1.69 missed the Street's $1.71 estimate and our $1.76, PPNRbeat on accelerating growth, with all of the miss from higher provision due to outsized loan
海外研报
2024年07月22日
Friday Finish – US Economics
Look through the jump in jobless claims as the fallout from Hurricane Beryl and annual auto retooling.
海外研报
2024年07月22日
dragged down by global cyclicals and financials amid significant foreign outflows
Performance: MSCI/All Taiwan -5.3%/-4.2% this week,underperforming MXAPJ by -2.4% (in US$), dragged by
海外研报
2024年07月22日
US Weekly Prospects
The soft landing story has been gaining inereasing credibilityin recent weeks. lfanything, some of the growth data hadbcen suggesting activity was slowing more than would bedesirable.
海外研报
2024年07月22日
SAUDI KEY TO TRUMP OIL TRADE
Talk of ‘Trump trades’ has become more fashionable than ever since last weekend’s failed assassination attempt on the Republican nominee – but most such talk is inconclusive. The
海外研报
2024年07月22日
Mid-July JD Power US pricing data indicates industry ATPs at $43.9k, -2.0% m/m and -3.3% y/y
Analyst(s) Certification(s):I, Dan Levy, hereby certify (1) that the views expressed in this research report accurately reflect my personal views about any or all of the subject
海外研报
2024年07月22日
Shifting narrative and market implications
We hosted the fifh installment ofthe Strategic Research 2024 US Election Watchseries on July 17, featuring IP, Morgan researchers who discussed the keytakeaways, firom meetings duringour recent trip to Washington, D,C, The meetingsin
海外研报
2024年07月22日
Microsoft Outage More a CrowdStrike Issue
This morning, MSFT is experiencing a large outage stemmingfrom a faulty software update from CRWD. While theimplications
海外研报
2024年07月22日
Sizing the Very Uncertain Increase in Trade Policy Uncertainty (Briggs/Pierdomenico)
US Presidential candidate Donald Trump has signaled that he will likelyimplement significant tariffs if elected, raising risks that a sharp increase in trade
海外研报
2024年07月22日
