海外研报
筛选
Overheating Brazilian economy; dovish Chilean central bank
Brazil: strong 2Q24 growth (1.4% qoq vs consensus and our estimate of 0.9%) was led by strong domestic demand fueled by fiscal expansion. The economy is
海外研报
2024年09月05日
Outlook for 2H 2024
The AI boom is driving massive investments in GPU clusters, reshaping techinfrastructure and boosting demand for power systems. Meanwhile, software
海外研报
2024年09月05日
The EM Trader When the Fed Cuts
EM fixed income outperforms through August volatility. EM fixed income n(and EM local rates in particular) has been able to outperform through a volatile
海外研报
2024年09月05日
The Harris Bounce US special
Summary With Kamala Harris on top of the Democratic ticket, the odds for the Democrats have dramatically improved. After weeks of media hype and her nomination at the Democratic
海外研报
2024年09月05日
Potential implications of corporate tax reform for S&P 500 earnings
Recent investor questions have focused on the possibility of changes tocorporate tax policy following the upcoming US elections in November. While
海外研报
2024年09月05日
September Analyst Day Opportunities
Our research shows that call buying around analyst days has been asystematically profitable option buying strategy over the past 20 years. Buying
海外研报
2024年09月05日
Weekly commentary
Patience needed in the AI buildout• Investors have started to worry about tech companies spending big on artificial
海外研报
2024年09月05日
Walmart Marketplace continues to expand and differentiate; takeaways from its
WMT recently held its 2024 Marketplace Seller Summit, where the companyannounced category expansion, multichannel fulfillment, and new features that
海外研报
2024年09月06日
Positive Lyme booster data supportive of profile and vaccination schedule
Valneva reported positive data for a second booster vaccination from its Phase 2(VLA15-221) trial of VLA15 (co-developed with Pfizer, covered by Chris Shibutani) in
海外研报
2024年09月06日
USD: the most consequential week of the year
nvestor nerves ahead of US ISM manufacturing later today kept sentiment on the back foot during the Asian session. Sentiment also continues to be weighed down
海外研报
2024年09月06日
