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F3Q24 preview: Apple Intelligence and the iPhone replacement cycle

We expect AAPL to deliver an EPS beat in F3Q24E with $85.1 bnof revenue (+4% yoy) and EPS of $1.36 (v. FactSet consensus$1.33).
海外研报

Global Fixed Income Technical Update

The 5s/30s curve extends the breakout steepening to the 29.5bp Jan 78.6% retrace and 30bp Apr-Jun range measured move objective. Multi-year base
海外研报

Macro Credit Views: Trust in carry (Karoui)

Carry remains our baseline view. Valuation constraints continue to loom large inmost segments of credit markets, greatly limiting the scope for upside convexity
海外研报

The Point for Europe

Infineon Technologies (IFXGn.DE) - Expect in line F3Q and steady FY24 guidance, prudently lower recovery growth in FY2
海外研报

S&P 500 2Q earnings preview: Other 493 back in the black

Macro weakened, but an EPS miss is rare. Guidance & revisions improved. We expect a typical 2% beat, smallest since 4Q22.
海外研报

INTERNATIONAL MARKET INTELLIGENCE:MORNING BRIEFING

OVERNIGHT BRIEFUS/EU trade: European Equities closed lower (SXXP -0.3%, $X5E -0.7%) with CAC (-1.2%)underperforming also today, Luxury (-1.4%), China Exposed Consumer (-1.4%) and BasicResources (-1.7%) reflected concerns around China. ECB Bank Lending
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Upswing in earnings ahead

Star Alliance group,Air China has its primary hub in the Beijing capital and boasts a key advantage in global connectivity,commanding a 27% share of China’s total international traffic in 2019. It is the only Chinese network
海外研报

Asia FX Talk BI to stand pat

Market HighlightsDisinflation in the US has resumed in Q2, but core inflation (particularly services inflation) could remain sticky in the months ahead. US retail sales was stronger than
海外研报

ROE outlook outperforms peers

commercial banking, financial transaction processing and asset management services c . The bank isone of the largest banks in the United States, with assets of over c.US$3.7 trillion, as it continues to
海外研报

The economic consequences of a second Trump presidency for emerging markets

Macro focus: With market-implied probabilities of a second Trump term rising, we take a first look at the potential reverberations for EMs. We view tariff policy as
海外研报