海外研报

2Q24 Earnings Update: Return of the Macro

2Q24 earnings has been mostly good news but not enough toshrug off deteriorating macro; breadth of EPS beats and Y/Y

The Hitchhiker’s Guide to the Investment Universe

Wall Street Life, the Universe, and EverythingOur latest edition of the Hitchhiker’s Guide provides an overview of the size and

What you need to know for the week ahead

Commentary for Monday: The data docket picks up this week with a handful of releases that will provide an initial glimpse into current-quarter economic activity.

Global Equity Volatility Insights Record VIX drop suggests hedging fall risks

VIX retraces at record pace, but is the coast really clear?Vol markets have rapidly stabilized from 5 Aug’s spike, with the VIX having already