海外研报
筛选
1QFY25 earnings improved this week with beats ahead of misses
Performance: NIFTY closed flat w/w. Energy, Pharmaled (up 1-3%), while Property, IT lagged (down 3-4%).
海外研报
2024年08月05日
A Question of Pace
With the cutting cycle set to start in September as expected, the pace of further cuts is now the debate. Markets are pricing more
海外研报
2024年08月05日
WBD & PARA Credit: Another 'Spin' on Our Cautious Views
Sizable spread moves since mid-July, first idiosyncratic and then more market-driven, warrant a refresh of our views and trades.
海外研报
2024年08月05日
The Fed Dot Plod
Suddenly everyone is raising the number of Fed cuts this year and early next year. Without a doubt Friday’s job report was Weak with Few Redeeming Qualities. While we argued that the Fed SHOULD
海外研报
2024年08月05日
Trade Close: Close Options Recommendation
We close our recommendation to buy SO calls. We close our 31-July, 2024recommendation to buy SO 9-Aug Weekly $84 calls at a gain following their
海外研报
2024年08月05日
UK Weekly Kickstart Summer data-only update
MSCI disclosureAll MSCI data used in this report is the exclusive property of MSCI, Inc. (MSCI). Without prior written permission of MSCI,
海外研报
2024年08月05日
The US consumer today vs. tomorrow through the lens of micro company and macroeconomic datapoints
The July jobs report showed a larger-than-expected deterioration in the US labor market. Investor concerns over the health of the US consumer have
海外研报
2024年08月05日
Weak jobs report could put 50bp cut on the table
The July employment report was a weak one across the board, with downside surprises in just about every key metric. If there were any
海外研报
2024年08月05日
