海外研报
  1. 首页
  2. 海内外研报
  3. 海外研报

筛选

研报种类:

列表

Market Analysis Comment Bullish broadening and rotation

2024 summer rally hits a wall at SPX 5600sThe S&P 500 (SPX) rallied into the 5600s, achieving the target for the 2022-2023 bullish
海外研报

Consolidation without expenditure compromise

Faced with a trade-off between fiscal consolidation and expectations demand
海外研报

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index dropped 0.4% today. Philippines and Singapore marketsoutperformed, while Hong Kong and Korea markets underperformed. Within MXAPJ
海外研报

Is the front end fairly priced?

Following the downside surprise in June CPI, along with benign readings for the relevant PPI components, the Fed’s preferred PCE inflation metric is likely to be
海外研报

INTERNATIONAL MARKET INTELLIGENCE:MORNING BRIEFING

OVERNIGHT BRIEFUS/EU trade: European Equities were mixed amid a somewhat choppy session (SXXP 0.1%,SX5E 0.4%, Adv 43% of SXXP). DAX (0.8%) and UKX (-0.4%) were the top and worst regions. Tech(1.4%) and Positive Al Sentiment (1.6%%) took
海外研报

apan: rise in Nikkei due more to power of reflation than economic quality improvement

The ESG Macro Index, which represents the quality of the Japanese economy, improved to 0.81 in Q124 from 0.66 in Q423. The deteriorating
海外研报

On Our Minds A pragmatic budget, but could have been bolder

The new government’s first full budget was pragmatic, but it could have been bolder. When one looks at it as a pure accounting exercise, which it actually is, the budget neither
海外研报

Alphabet Inc. (GOOGL): Q2’24 Earnings First Take

We expect the market to have a muted reaction to Alphabet’s Q2’24 earnings reportupon our first read/analysis of the results. In terms of upside, we would point to
海外研报

key debates likely to be on trajectory of auto business and FSD/robotaxis

Tesla reported revenue/non-GAAP diluted EPS (excluding SBC) of$25.5 bn/$0.52, which was 4% above/$0.09 below the Street
海外研报

India budget: closer to the medium-term fiscal target

The Indian government chose a middle path by distributing its non-tax revenue bonanza into revenue spending and fiscal deficit reduction. The
海外研报