海外研报
筛选
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
US Weekly Kickstart
Small-caps just posted the most powerful weekly return vs. large-caps on record. Against a backdrop of extreme equity market concentration, four
海外研报
2024年07月22日
Weekly Economic & Financial Commentary
United States: A String of Upside Surprises, but Growth is Slowing in the U.S.• Retail sales, housing starts and industrial production all surprised to the upside this week. Yet, an
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2024年07月22日
Despite the Heat, the Animal Spirits are Cooling Off
Stormy Spirits Ahead?Our Animal Spirits Index (ASI) fell in June to 0.53 from 0.88 in May but has remained positive in all six months of 2024 (chart). Previous reports detail the index's methodology, but on a basic level, an
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2024年07月22日
2Q Review: Sitting in Neutral
Looking through our 1Q Review note before we began writing this 2Q note, we findourselves essentially writing the same opening paragraph: PPG shares finished today -3%
海外研报
2024年07月22日
Healthcare Pulse: Shifts Now Afoot... Investor sentiment
The title of our last weekly, “Strap-In” was a grossunderstatement for the epic momentum reversal thatensued this week
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2024年07月22日
with Defensives outperforming Info Tech & Internet sectors
MXAPJ declined 3.1%, dragged by Taiwan, China offshore(-5% each) and Hong Kong (-3%), while Philippines (+3%),
海外研报
2024年07月22日
