海外研报

Asia Open - US core CPI endorses 50bp cut Sept

UST curves bull-flattened after the favorable US core CPI, prefaced by optimistic UK and Sweden core inflation figures. SPX futures

Strengthening Profits, But Growth Needs More Training

Peloton delivered better than expected 4Q results with Connected Fitness (CF) subs coming in at the high end of its guide along with Revenue, and Adj. EBITDA coming

Critical stress exits ‘Risk off’, proving yet another contrarian buy signal

CSS proves again to be a contrarian buy-signalAs we suspected on 5-Aug-24 (see our CSS Risk off report), the CSS remains a