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2Q24 EPS Review: Banking on a Strong 4Q to Achieve 2024 Guidance

Executive SummaryBottom line: EPS was ahead of expectations owing to lower provision for credit losses (NPAs,NCOs little changed) and lower expenses (lower comp). Net interest income remains pressured
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Cooling growth = cooling inflation

Economics: Slowing activity and inflation?Last week’s data suggested that activity is moderating. ISMs printed below 50, vehicle sales were lower than expected, and job growth moderated. With activity cooling,
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This week in Japan (8 July)

The key question is whether reports from regional BOJ branches offer evidence of avirtuous cycle of wages and prices (“second force” inflation), which the Bank hopes will
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Tech Diffusion: Navigating AI Oversupply

Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of interest that could affect the
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The Flow Show 100% + 75% = peak 68%

Scores on the Doors: crypto 36.2%, gold 17.6%, oil 14.6%, stocks 13.8%, commodities 7.4%, HY bonds 4.5%, cash 2.9%, US dollar 2.8%, IG bonds 1.3%, govt bonds -3.0% YTD.
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Global Economics Wrap-Up: July 19, 2024

The case for Fed rate cuts strengthens as elections loom: o US economic data softened further in June: § Trimmed-mean PCE inflation has returned to 2% on a 3-month
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Global Macro Watch Known Unknowns 21 – 26 July

Full focus on US 2Q GDP and PCEWe expect the advance estimate of 2Q GDP to come in at 2.3% qoq saar on the back of
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Precious Analyst China’s Structurally Resilient Gold Demand

The gold price set a new all-time high of $2,483/toz on Wednesday (July 17) asexpected Fed cuts are poised to bring Western capital back into the gold market.
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ROE outlook outperforms peers

commercial banking, financial transaction processing and asset management services c . The bank isone of the largest banks in the United States, with assets of over c.US$3.7 trillion, as it continues to
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Asia FX Talk BI to stand pat

Market HighlightsDisinflation in the US has resumed in Q2, but core inflation (particularly services inflation) could remain sticky in the months ahead. US retail sales was stronger than
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