海外研报

4Q24 review: Beat & raise on Enterprise & Public Sector order strength, workforce restructuring

CSCO’s F4Q24 EPS beat on slightly better EBIT – driven by arevenue beat and in-line margins - and below-the-line items.

End of Week Market Intelligence: ready...

US stocks are trading higher Friday and on pace for a ~1% gain for the week (for theS&P 500 as of Friday at 1:30 PM) as investors have been reacting to a slew of

Global Macro Watch Known Unknowns Aug 25 – Sep 6

US: All eyes will be on US payrolls and the labor marketAfter Powell’s speech in Jackson Hole, markets will focus on US payrolls to gauge the

Barclays_Global Economics Weekly Easing time has come

Easing time has comeWhile the US jobs report did not bring final clarity on the size