海外研报
筛选
EA GDP: PERIPHERY > CORE; SURVEYS: JOBS AND PRICES COOL
Flash Euro Area (EA) GDP for Q2 confirms the three main trends of the past year: 1) ‘periphery’ outperforms‘core’, with Spain's large upside surprise (0.8% QoQ vs 0.5% expected) and Germany slipping back into contraction
海外研报
2024年07月31日
TIME TO TURN ATTENTION TO MANAGING THE FED BALANCE SHEET
The headline coming out of this week’s FOMC meeting will be the signal that funds ratecutting begins in September, with the usual caveats. Probably not reported but still very
海外研报
2024年07月31日
Mizuho China Weekly Outlook
China’s high-frequency indicators for July were mixed. On one hand, steel-related activity has eased further, with rebar prices hitting a new low since 2017 (Fig 8) and crude steel production declining at a
海外研报
2024年07月31日
Armstrong World Industries Inc. (AWI): 2Q24 First Take
2Q Beats Consensus, Miss vs GSe Led by Margin: Armstrong reported 2Q adj.EPS of $1.62, below our $1.63 estimate but above FactSet consensus of $1.55. The
海外研报
2024年07月31日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index dropped 0.4% today. India and Singapore markets outperformed,while Indonesia and China markets underperformed. Within MXAPJ sectors, Utilities
海外研报
2024年07月31日
Americas Morning Research Summary
This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
海外研报
2024年07月31日
BofA Securities Equity Client Flow Trends Third week of equity selling
Institutional clients continue to sell equities• Single stock-led selling: Last week, during which the S&P 500 was -0.8%, BofA Securities clients were net sellers of US equities (-$3.3B) for the third straight
海外研报
2024年07月31日
Week 3: risks of overinvesting in AI overinvestors
Half-time report: 3% beat, guidance improves for large206 S&P 500 companies (46% of index EPS) have reported, beating consensus EPS by
海外研报
2024年07月31日
Emerging Insight The Great Divides in USD/CNY
Key takeaways• As the focus on USD vs. CNY valuation and trade intensifies, we take a broader look at key macro charts.
海外研报
2024年07月31日
Euro Area: Q2 GDP Above Consensus But Germany Slows Down
BOTTOM LINE: According to Eurostat’s preliminary flash estimate, Euro area realGDP increased 0.3%qoq in Q2 2024, above consensus expectations for a 0.2%qoq
海外研报
2024年07月31日
