海外研报
筛选
July 2024 Performance Review
July was a month of two halves, with the first half seeing the S&P 500 hit asuccession ofrecord highs, Bonds also rallied as speculation mounted that the Fedwould cut rates in September, particularly after the USCPl report came out. Butriskassets
海外研报
2024年08月02日
Americas Transportation: Valuation Tracker: Transports Outperform in July
Transportation stocks were stronger relative to the S&P in July with 15companies within our coverage outperforming the S&P 500 (the index up
海外研报
2024年08月07日
Viewpoint by Charts
The first half of 2024 brought plenty of potential headwinds for investors, yet resilient consumer spending, better-than-expected corporate profits, and investors’ unchecked enthusiasm for a handful of technology companies more than overcame those
海外研报
2024年08月14日
Salesforce Inc. (CRM): First Take on F2Q25 Results
Salesforce is indicated up 4% AH as F2Q25 with sub revenue +9% yoy (+10% inCC) vs FactSet consensus’ 8.4%, OM of 33.7% (vs expectations for 32%), cRPO
海外研报
2024年08月29日
ECB—Recent Commentary Points to Limited Change in the Projections and Communication in September
BOTTOM LINE: Recent ECB commentary has argued that the incoming data broadlyconfirms the baseline scenario and that policy rates can be lowered further if the
海外研报
2024年09月02日
