Accessible version 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 The Flow Show Anything But Bonds Scores on the Doors: crypto 50.4%, oil 20.9%, commodities 11.8%, gold 10.5%, stocks 6.9%, US dollar 2.8%, cash 1.4%, HY bonds 1.4%, IG bonds -0.8%, govt bonds -3.3%. 0 4 April 2024 Investment Strategy Zeitgeist: “This is the moment in rally when bears start to talk about their longs.” A bull. Global Zeitgeist: “It’s different this time…it always is at new highs.” A bear. Zeitgeist: “They just jacked up my rent 20%...I’ll have ...

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 M Idea April 8, 2024 04:54 PM GMT Asia Economics | Asia Pacific Morgan Stanley Asia Limited Chetan Ahya Chief Asia Economist The Viewpoint: What if rate cuts Chetan.Ahya@morganstanley.com +852 2239-7812 Derrick Y Kam Asia Economist are delayed? Derrick.Kam@morganstanley.com + 65 6834-8272 Jonathan Cheung Economist Jonathan.Cheung@morganstanley.com +852 2848-5652 Across the region, real rates are rising given lower inflation. As long as central banks begin to cut rates from June- ...

更多资料加入知识星J球P：水M木调O研纪要R 关G注公A众号：N水木纪要 Global Economic Research 05 April 2024 Global Data Watch Economic and Policy Research Bruce Kasman (1-212) 834-5515 • Growth and inflation resilience raise odds of high-for-long soft-landing bruce.c.kasman@jpmorgan.com Joseph Lupton • Yen weakness bolsters July BoJ hike; upside risks to 1H24 China GDP (1-212) 834-5735 • Firming PMIs point to growth upturn in EMAX joseph.p.lupton@jpmorgan.com • Up next: US Mar CPI (Wed); ECB (Thu), BoC (Wed), BoI (Tue) Michael S Hanson (1 ...

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 ab Global Research and Evidence Lab 4 April 2024 European Economic Comment Economics Switzerland: March inflation surprises to the Europe including UK downside - again Franziska Fischer Economist franziska.fischer@ubs.com +41-44-239 2054 Inflation falls 20bp in March to 1.0% y/y Anna Titareva Swiss inflation dropped to 1.0% y/y in March, down 20bp from February and notably Economist below our and consensus' expectations of a small increase (UBSe and consensus: 1.3%). anna.titare ...

The Charles Schwab Corporation (NYSE:SCHW) Spring Business Update Conference Call April 15, 2024 9:00 AM ET Company Participants Jeff Edwards - Head of Investor Relations Walt Bettinger - Co-Chairman and CEO Rick Wurster - President Peter Crawford - CFO Conference Call Participants Ken Worthington - JPMorgan Steven Chubak - Wolfe Research Alex Blostein - Goldman Sachs Brennan Hawken - UBS Devin Ryan - Citizens JMP Brian Bedell - Deutsche Bank Bill Katz - TD Cowen Kyle Voigt - KBW Jeff Edwards Good morning, ...

CRISPR Therapeutics AG (NASDAQ:CRSP) Annual Needham Virtual Healthcare Conference Call April 10, 2024 11:45 AM ET Company Participants Samarth Kulkarni - Chief Executive Officer and Chairman Conference Call Participants Gil Blum - Needham & Company Gil Blum Good morning, everyone, and thank you for joining us on the Third Day of the Needham Healthcare Conference. My name is Gil Blum and I am a Senior Biotech Analyst with a focus on immune oncology. I have with me today Sam Kulkarni, CEO of CRISPR Therapeuti ...

Tesco PLC (OTCPK:TSCDF) Preliminary Results 2023/24 Conference Call April 10, 2024 4:00 AM ET Company Participants Ken Murphy - Group Chief Executive Imran Nawaz - Chief Financial Officer Conference Call Participants Andrew Gwynn - Exane BNP Paribas Izabel Dobreva - Morgan Stanley Nick Coulter - Citi James Anstead - Barclays Sreedhar Mahamkali - UBS William Woods - Bernstein Francois Digard - Kepler Cheuvreux Clive Black - Shore Capital Ken Murphy Good morning, everyone, and welcome to our preliminary resul ...

The Home Depot, Inc. (NYSE:HD) J. P. Morgan 10th Annual Retail Round Up Conference April 4, 2024 9:00 AM ET Company Participants Richard McPhail - EVP & CFO Conference Call Participants Chris Horvers - J. P. Morgan Chris Horvers All right, great. Thank you for everyone joining us today on our 10th Annual Retail Round Up Day 2. It's my distinct pleasure to have with me Chief Financial Officer of The Home Depot, Richard McPhail. Thank you for joining us again this year. We always appreciate your support of ou ...

Ulta Beauty, Inc. (NASDAQ:ULTA) JPMorgan 10th Annual Retail Round Up Conference April 3, 2024 9:00 AM ET Company Participants David Kimbell - Chief Executive Officer Paula Oyibo - Senior Vice President, Finance at Ulta Beauty Conference Call Participants Christopher Horvers - JPMorgan Christopher Horvers Great. Thank you, everybody, for joining us today for our 10th annual retail round up. It gets bigger and bigger every year. We've had one company who has been a consistent participant and supporter of the ...

Intel Corporation (NASDAQ:INTC) New Segment Reporting Webinar Conference April 2, 2024 4:30 PM ET Company Participants John Pitzer - Corporate Vice President of IR Pat Gelsinger - CEO David Zinsner - CFO Conference Call Participants Timothy Arcuri - UBS Joe Moore - Morgan Stanley Vivek Arya - Bank of America Securities Aaron Rakers - Wells Fargo Vijay Rakesh - Mizuho Srini Pajjuri - Raymond James C.J. Muse - Cantor Fitzgerald Operator Thank you for standing by, and welcome to the Intel Corporation New Segme ...