海外研报
筛选
USD: the most consequential week of the year
nvestor nerves ahead of US ISM manufacturing later today kept sentiment on the back foot during the Asian session. Sentiment also continues to be weighed down
海外研报
2024年09月06日
Positive Lyme booster data supportive of profile and vaccination schedule
Valneva reported positive data for a second booster vaccination from its Phase 2(VLA15-221) trial of VLA15 (co-developed with Pfizer, covered by Chris Shibutani) in
海外研报
2024年09月06日
Walmart Marketplace continues to expand and differentiate; takeaways from its
WMT recently held its 2024 Marketplace Seller Summit, where the companyannounced category expansion, multichannel fulfillment, and new features that
海外研报
2024年09月06日
AN ECONOMIST’S GUIDE TO NVIDIA
It is a sad state of affairs (for economists, anyway) when the latest earnings report from asingle stock name is a much bigger deal than the US CPI or non-farm payrolls. But tha
海外研报
2024年09月06日
VOLATILE MARKETS FAVOUR EM CREDIT
EM equity investors will remain cautious about re-entering the market. EM equity indices have fully made up the ground lost in the global market rout at the start of last month, but many
海外研报
2024年09月06日
ECB HAWKS TRYING TO MANAGE CUT EXPECTATIONS
Headline HICP at 2.2%, softer wages, worsening EA growth and stalling new hiring finally overshadow concerns about service inflation – a September cut is coming
海外研报
2024年09月06日
Acronyms, acrimony, and anagrams--Global Daily
Germany reeled from the far-right AfD and far-left BSW taking 42-49% of the vote in two eastern states. It could even have been worse: only a late “computer glitch” removed a seat the
海外研报
2024年09月06日
Global Strategy Weekly
We have always exhorted our readers to watch Japan closely as it has consistently been a forerunner of major market moves (eg the late 1990s tech bubble started to
海外研报
2024年09月06日
August debt issuance volume growth decelerated as leveraged loan refinancing activity moderated
Debt issuance volume growth decelerated sharply in August as corporate leveragedloan refinancing activity moderated. Global debt issuance increased just 5% y/y in
海外研报
2024年09月06日
Expect sequential improvement as resilient disposable income is aided by waning
On September 4th and 5th we will host ~80 consumer companies at our 31st annualGlobal Retailing Conference, where we expect to hear updates on the US consumer
海外研报
2024年09月06日
