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BofA - Savita Subramanian - Equity Strategy Focus Point_20240919

Old-school capex cycle in the worksA confluence of factors argue for an old school capex cycle: trade and tech wars, COVID,
海外研报

MUFG--Asia FX Talk：美联储首次降息是最深的吗？

海外研报

GS--What’s Top of Mind in Macro Research: Fed rate cuts begin, BoE and BoJ holding for now,

海外研报

GS--美联储开始降息，英国央行和日本央 行暂时持有，中国经济增长评级下调

海外研报

GS--China Property Weekly Wrap Week 37 Wrap - Transactions improved sequentially but

海外研报

GS--中国房地产周报 第 37 周总结 - 成交环比改善，但中秋节销售仍然乏善可陈

海外研报

MUFG--Is the first Fed rate cut the deepest?

海外研报

Weekly - Regional View Emerging Markets_en_1623966

Panama's strategic role as a transportation and financial hub, coupled withrobust growth in sectors such as construction, commerce, and transport,
海外研报

USA_ Core Retail Sales in Line With Expectations in August

BOTTOM LINE: Core retail sales rose 0.3% in August, in line with consensusexpectations, and headline retail sales rose 0.1%, against expectations for a decline.
海外研报

USA_ August Housing Starts Rebound Above Expectations

BOTTOM LINE: Housing starts rose by 9.6% in August, above expectations for asmaller increase. The rebound was led by the South, where Hurricane Beryl likely
海外研报