海外研报
筛选
FOMC preview
The June FOMC meeting statement described activity as expanding at a “solidpace," job gains “'strong," and unemployment “low." We don't see any of thatchanging. Since the June meeting the unemployment rate has risen another tick to4.1%, in line
海外研报
2024年07月29日
Less sizzle, enough AI substance, reiterate Buy
AI delivers, legacy improves, offset by higher cost profileAMD delivered a good quarter with modestly better outlook, addressing recent concerns
海外研报
2024年08月01日
The TCMB Kept Its Inflation Projections Unchanged in Its Quarterly Inflation Report
Bottom line: TCMB published its third Inflation Report of the year. The Bank kept itsyear-end inflation projections (which currently are also its interim targets) unchanged
海外研报
2024年08月09日
