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Morning Market Tidbits The Fed can afford to be patient
Why not cut in July?In a recent article, former New York Fed President Bill Dudley called for the Fed to begin its rate cutting cycle at next week’s FOMC meeting. Given his vast experience in
海外研报
2024年07月26日
Centrica: Strong results, new buy back, capital allocation debate not fully answered
Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
海外研报
2024年07月26日
NOW +6.5% post mkt
NOW +6.5% post mktA solid print relative to all the itters out there, but diffcult to know the ramifications of the COO/Army CIOsituation, and perception vis-a-vis their strong recent results with Federal Govt. Jack viewed it as the=
海外研报
2024年07月26日
Shifting neutral into the summer but we remain mildly pro-risk for 12m
Global growth slowed in Q2 but risky assets performed well, helped byexpectations for central bank easing and mega cap tech optimism. Our macro
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2024年07月26日
Valero Energy Corp. (VLO): First Take: In Line Quarter, But Softness in Refining
Valero Energy (VLO) reported adjusted 2Q24 EPS of $2.71 versus GS/FactSet Sharpconsensus of $2.67/$2.60. Adjusted cash flow during the quarter was in-line with
海外研报
2024年07月26日
Much ado about nothing
A Trump presidency brings into focus his extreme policy positions. The impact of such policies on the energy market would not be straightforward.
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2024年07月26日
STRONG DOLLAR PROBLEM. JOIN US LIVE
This is an extremely important and off-consensus theme that we've been fixated on for over a year. How thestrong dollar is dealt with by the US will have global economic ramifications, we even see the potential for a new
海外研报
2024年07月26日
Global Earnings Revision Ratio Hint of softness
Global Earnings Revision Ratio moderated in JulyIn a hint of softness in earnings expectations, the Global Earnings Revision Ratio
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2024年07月26日
Emerging Market Weekly Pulse
The unprecedented developments surrounding the US election have dominated the headlines as the outcome will largely define the US economic,
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2024年07月26日
European Morning Research Summary
This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
海外研报
2024年07月26日