海外研报
筛选
June deficit contracts in line with moves from advance goods report
The overall trade deficit narrowed $1.9bn in June, to $73.1bn, reflecting export growththat outpaced import growth. The deficit narrowed less than we expected (Barclays -$72.1bn,
海外研报
2024年08月08日
Data offers a bit of comfort, but sentiment still fragile
CPI inflation has improved in recent months following the hotter-thanexpected data in Q124, and we expect that trend to continue with another
海外研报
2024年08月12日
First Look: A Reassuring Beat in Q2 24
Nubank posted net income that was 12.7% above consensus, a reassuringbeat following all the prevailing noise on rising NPLs and slowing loan growth
海外研报
2024年08月15日
The Structured Credit Trader No end to amend and extend
n Despite the rally across spread products, Freddie Ksenior tranches have lagged and now appear cheap vs.
海外研报
2024年08月23日
Post 2Q24: Q224 Retail +18% cFX - Prada robust and Miu Miu acceleratio
H124 Sales +3% ahead of VA Consensus; EBIT 4% ahead:Ongoing outperformance in 2Q24 retail sales +18% (no
海外研报
2024年08月27日
EM easing cycle to widen out
Macro focus: Diminishing US growth exceptionalism and the Fed’s articulation that the start of the easing cycle is imminent should relax the constraints on EM
海外研报
2024年08月30日
Global equities, up 2.4% in August, are making new highs
Global equities gained 0.3% last week, with Japanoutperforming (Exhibit 1). Equity markets are making newhighs (Exhibit 2) while our bear market indicator is back at
海外研报
2024年09月03日
JPM_US Industrials Commentary_20240910
BA: Latest on Pot'l for Strike (Unlon Pres Comments) + BA Further Delaying Supplkers 737 MAX Output by another 6months - we will get ollicial monthly deliveries for August at 1la ET
海外研报
2024年09月11日
GS--Disappointing guidance overshadows core business strength - F3Q24 Results
We reiterate our Buy rating and our $640 price target followingAdobe’s F3Q24 earnings. Despite outperforming Consensus on DM
海外研报
2024年09月15日
