海外研报
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BJ--S&P 500 Futures Intraday Roll Cost Monitor
Intraday on Sep 10, the S&P 500 e-mini futures roll traded 70bps (VWAP) to Fed Funds using bottom-up divsThe volume weighted roll cost for the quarter is 73bps rich
海外研报
2024年09月12日
BofA_Liquid Insight AUD and iron ore_20240910
Iron ore remains a large share of Australia's exports but prices have a tenuous historical relationship with AUD FX.
海外研报
2024年09月12日
BofA_Liquid Insight AUD and iron ore
Iron ore remains a large share of Australia's exports but prices have a tenuous historical relationship with AUD FX.
海外研报
2024年09月12日
BofA_Global Equity Volatility Insights Fall vol not over but AI still a right tail risk
More volatility to come, but AI remains a right-tail riskNotwithstanding Monday’s rally, equities (especially tech) seem to have had a tough start
海外研报
2024年09月12日
BS--Carrier promotions modestly better than last year
Incentives slightly better at more carriers for Pro modelsCarrier incentives allow iPhones to be more affordable as they: 1) bundle iPhone
海外研报
2024年09月12日
GS--Market cap almost equal to net cash
Market cap approaching net cash - BMW’s share price finisheddown >11% on the day (10th September) following the company’s
海外研报
2024年09月12日
BARCLAYS--Summary of FX Views for the Year Ahead
This is a Special Report that is not an equity or a debt research report under U.S. FINRA Rules2241-2242.
海外研报
2024年09月12日
BARCLAYS--One Step Back, One Step Forward
Discretionary funds are re-grossing; systematic funds rebuiltsome equity exposure after the August selloff but now face
海外研报
2024年09月12日
EF--August CPI preview: another benign report
Following a stronger-than-expected start to the year, inflation has shown notable improvement over the past few months. We expect that trend to
海外研报
2024年09月12日
GS--Argentina: Headline and Core Inflation Remained Sticky and Above 4% in August (Armella)
Bottom Line: Consumer prices rose 4.2% mom in August, above consensusexpectations for the first time since President Milei took office. The August print
海外研报
2024年09月12日
