海外研报

US Pulse: Fed may open the door to a rate cut

At the July FOMC meeting we anticipate the committee will acknowledge the recent improvement in inflation and open the door to rate cuts if recent trends

ROIC on Capex Showing Through in Engagement, Revenue and Longer-Term Call

META remains the best case study of how GPU-enabled analyses of leading first party data sets can drive material

Japan: Contextualizing the NKY’s second largest 1-day decline on record

KEY MESSAGES▪ The Nikkei 225’s second largest one-day decline on record (-12.4%) on Monday underscores the large portfolio liquidation pressure