海外研报
筛选
Microsoft Outage More a CrowdStrike Issue
This morning, MSFT is experiencing a large outage stemmingfrom a faulty software update from CRWD. While theimplications
海外研报
2024年07月22日
Friday Finish – US Economics
Look through the jump in jobless claims as the fallout from Hurricane Beryl and annual auto retooling.
海外研报
2024年07月22日
Curb Your Enthusiasm
At $6.56 trillion, assets under management (AUM) in US money market funds(MMFs) hit another record high last week. Inflows to MMFs have continued even asmarket pricing of policy easing has moved higher -today, the market-
海外研报
2024年07月22日
Likely to Sell 30% of CrownRock to Ecopetrol
In an 8-K filing today, OXY disclosed that it is in discussions with Ecopetrol to sell 30% ofCrownRock for $3.6 billion. This equates to 30% of OXY's acquisition consideration for
海外研报
2024年07月22日
2Q Review: Sitting in Neutral
Looking through our 1Q Review note before we began writing this 2Q note, we findourselves essentially writing the same opening paragraph: PPG shares finished today -3%
海外研报
2024年07月22日
Weekly Wrap & Catalyst Calendar
Weekly Research Wrap• Alts: Learnings from Earnings: Read-Throughs from the Banks, 7/17/24. We track commentaryon M&A, IPOs and other capital markets activity, all of which are important for the alts. The
海外研报
2024年07月22日
Weekend Cross-Asset Dislocations (20-Jul-2024)
remains lower than we would expect in the context of the economic environmentand options prices show that investors are not overly concerned about a
海外研报
2024年07月22日
Weekly Economic & Financial Commentary
United States: A String of Upside Surprises, but Growth is Slowing in the U.S.• Retail sales, housing starts and industrial production all surprised to the upside this week. Yet, an
海外研报
2024年07月22日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index dropped 0.6% today. China and Hong Kong marketsoutperformed, while Taiwan and Korea markets underperformed. Within MXAPJ
海外研报
2024年07月23日
