海外研报
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Buyer's markets-Global Daily
US producer price inflation was soft in July. Both headline (0.1% m/m and 2.2% y/y) and core (0.0% m/m and 2.4% y/y) PPI inflation came in below expectations. Goods prices rose by 0.6%
海外研报
2024年08月15日
BofA Securities Equity Client Flow Trends Buying the dip
• Big inflows week: Last week, during which the S&P 500 was essentially flat, BofA Securities clients were net buyers of US equities (+$5.8B) for the first time in five
海外研报
2024年08月15日
Mixed 2Q24 results: lower crop yields, but higher rice prices and buybacks
2024 yields revised down as harvesting advancesAdecoagro reported 2Q24 results. Although we believe quarterly earnings for
海外研报
2024年08月15日
BofA on USA Payback, not a slowdown
We expect a consensus-like retail sales report for JulyTotal card spending per household (HH), as measured by BAC aggregated credit and
海外研报
2024年08月15日
What about Trump and China?
According to BCA Research's Geopolitical Strategy service, Trump's brand, legacy, and populist movementare based on the
海外研报
2024年08月15日
Should You Buy The Dip?
e First rate cut: Equities correct after the first rate cut, even if it were to stave off recession.
海外研报
2024年08月15日
Loans To China's Real Economy Contracts For First TimeIn Two Decades
Aggregate financing missed expectations, growing CNY 0.8bn to CNY 18.9bn in July on a YTD basis. Newloans grew CNY
海外研报
2024年08月15日
Labor Market Trumps inflation Right Now (For BondYields)
US producer prices rose by a softer-than-expected 0.1% m/m in July, from 0.2% in June. The core measureremained unchanged, the tamest reading in four months. Notably, the index for final demand services fel0.2% m/m.
海外研报
2024年08月15日
Yen Carry And AI Bubble: One And The Same Trade
The analysis of price complexity strongly suggests that the ‘yen carry trade’ and the AI bubble are one and the same trade, premised on three conditions:
海外研报
2024年08月15日
Our forecast for BoJ's next hike frontloaded to January
We frontload our call for the next hike to Jan (from Apr) with arisk of an earlier move in Dec. Labor cost pass-through to
海外研报
2024年08月15日
