更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 | Jefferies | | --- | 2 January 2025 Warning signs Uluwatu Estate A key issue facing investors at the start of 2025 is the self-evident contradictory nature of the President-elect Donald Trump's policy agenda and how those contradictions are resolved. Still investors were not letting such issues bother them too much in the final weeks of last year. At least such was the case in America. The US stock market ended last year in a bullish frenzy. The focus was on the deregulation dr ...

-20.0 -15.0 -10.0 -5.0 0.0 5.0 10.0 -40 -30 -20 -10 0 10 20 30 40 50 60 2008 2010 2012 2014 2016 2018 2020 2022 2024 ($bn) ($bn) Non-Dealer Positioning (4Wk Moving Average) All itraxx Main Series All iTraxx XO (RS) Net Sellers of Protection Net Buyers of Protection Global Credit: What We're Watching Asia Credit Demand December 23, 2024 Global Credit: What We're Watching | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |---------------------|------------ ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of Morgan Stanley Research. Investors should consider Morgan Stanley Research as only a single factor in making their investment decision. MORGAN STANLEY RESEARCH One Big Thing: The Long Goodbye The US Economy is humming: Atlanta Fed GDP Now at +3.3% for Q4 3-Oct 10-O ...

DJIA 42454.12 g 57.88 0.14% NASDAQ 18282.05 g 0.1% STOXX 600 519.11 g 0.2% 10-YR. TREAS. (Reopening) yield 4.093% OIL $75.85 À $2.61 GOLD $2,620.60 À $14.60 EURO $1.0939 YEN 148.57 What's News ****** FRIDAY, OCTOBER 11, 2024 ~ VOL. CCLXXXIV NO. 87 WSJ.com HHHH $5.00 Florida Reels After Milton's Fury At least 11 die, millions lose power along devastated path, but 'worst-case scenario' avoided A house lies toppled off its stilts in Bradenton Beach after Hurricane Milton barreled across Florida, leaving widesp ...

****** THURSDAY, OCTOBER 10, 2024 ~ VOL. CCLXXXIV NO. 86 WSJ.com HHHH $5.00 What's News Business & Finance TD Bank is expected to pay about $3 billion in penalties and accept limits on its growth in the U.S. as part of a settlement with regulators and prosecutors over charges it failed to properly monitor money laundering by drug cartels. A1 SpaceX has used its position as the world's primary rocket launcher to push rival satellite operators to share wireless airwaves, showing how the company can exercise i ...

****** WEDNESDAY, OCTOBER 9, 2024 ~ VOL. CCLXXXIV NO. 85 WSJ.com HHHH $5.00 DJIA 42080.37 À 126.13 0.30% NASDAQ 18182.92 À 1.4% STOXX 600 516.64 g 0.5% 10-YR. TREAS. g 2/32 , yield 4.034% OIL $73.57 g $3.57 GOLD $2,615.00 g $29.80 EURO $1.0982 YEN 148.20 s 2024 Dow Jones & Company, Inc. All Rights Reserved What's News Business & Finance An epic Chinese stock-market rally lost steam after a news conference by the country's economic-planning agency disappointed hopes for more fiscal-stimulus measures. A1 Majo ...

****** TUESDAY, OCTOBER 8, 2024 ~ VOL. CCLXXXIV NO. 84 WSJ.com HHHH $5.00 What's News Business & Finance Chevron will sell its stakes in some oil-sands and shale assets to Canadian Natural Resources for $6.5 billion, pursuing its goal of refocusing its operations. B1 Major U.S. stock indexes fell, with the S&P 500 shedding 1% and the Dow retreating 0.9% from a record. The Nasdaq gave up 1.2%. B10 A judge ordered Google to make it easier for developers of mobile-app stores to compete on phones and tablets th ...

Digital Health Radar 2024 Summary 2 | --- | |-----------------------| | | | | | Digital Health Radar | | Opening Insights | | Startup Longlist | 3 5 2. Insights | --- | |----------------------| | | | | | Our Shortlist | | Market Insights | | A View to the Future | 3. Select Case Studies | --- | --- | |------------------|-------| | | | | | | | Charco Neurotech | 12 | | Avegen | 13 | | | | | TaraCares | 14 | 4. Appendix Methodology Glossary and References 15 16 D i g i t a l H e a l t h R a d a r Digital Heal ...

大家好欢迎参加新政海外美股消费与交运二季报业绩解读系列四WeFare目前所有参会者均处于静音状态下面开始播报声明本次电话会议仅服务于新业证券客户会议音频及文字记录的内容版权为新业证券所有内容必须经新业证券审核后方可留存 未经允许和授权转载转发此次会议内容均属侵权新业证券将保留追究其法律责任的权利电话会议所有参会人员不得泄露内幕信息以及未公开重要信息涉及外部嘉宾发言的新业证券不保证其发言内容的准确性与完整性 深夜证券不承担外部嘉宾发言内容所引起的任何损失及责任不承担因转载转发引起的任何损失及责任市场有风险投资需谨慎提醒投资者注意投资风险审慎参考会议内容好的各位投资人大家下午好欢迎参加新政海外组织的美股消费交易二级报业绩解读系列四V5 那这个公司它是美国主要卖一些家居家用产品的这种电商平台那我们可以看一下这个公司在今年二季度的一个最新的业绩情况首先是收入端公司收入端路得31.2亿美元同比下降了1.7% 那收入的同比下滑主要是因为首先是大的宏观经济是有一些疲软那同时公司也是举办了一些促销活动那可能会在课单价方面产生一些负面的影响那以及公司在这个季度的广告投放是减少了那这些原因共同导致了他的收入在最新的二季度同比下降 ...

大家好欢迎参加新政海外美股消费与交运二季报业绩解读系列四We Fair目前所有参会者均处于静音状态下面开始播报声明本次电话会议仅服务于新业证券客户会议音频及文字记录的内容版权为新业证券所有内容必须经新业证券审核后方可留存 未经允许和授权转载转发此次会议内容均属侵权新业证券将保留追究其法律责任的权利电话会议所有参会人员不得泄露内幕信息以及未公开重要信息涉及外部嘉宾发言的新业证券不保证其发言内容的准确性与完整性 深夜证券不承担外部嘉宾发言内容所引起的任何损失及责任不承担因转载转发引起的任何损失及责任市场有风险投资需谨慎提醒投资者注意投资风险审慎参考会议内容好的各位投资人大家下午好欢迎参加新政海外组织的美股消费交易二级报业绩解读系列四WIFI 那这个公司它是美国主要卖一些家居家用产品的这种电商平台那我们可以看一下这个公司在今年二季度的一个最新的业绩情况首先是收入端公司收入端路得31.2亿美元同比下降了1.7% 那收入的同比下滑主要是因为首先是大的宏观经济是有一些疲软那同时公司也是举办了一些促销活动那可能会在课单价方面产生一些负面的影响那以及公司在这个季度的广告投放是减少了那这些原因共同导致了它的收入在最新的二季度同 ...