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BofA Monthly HF Update September 2024

A green sweep: All strategies were positive for September, led by Equity L/S at 2.7%, followed
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Frasers Centrepoint Trust

MMaaiinnttaaiinn BBUUYY wwiitthh TTPP ooff SS$$22..7700.. FCT continues pull the right levers with the recent acquisition of NEX mall, placing it as “King of suburban retail malls”. With
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Navigating 2025 AI cloud investment

The Morgan Stanley tech team's median expectation is for NVIDIA-related stocks to grow 37% Y/Y and non-NVIDIA to grow 14%.
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StoneX Strategy U.S. Landing Gear Engaged, Labor Data in Focus

StoneX Strategy U.S. Landing Gear Engaged, Labor Data in FocusA spate of recent data indicate that while the U.s. labor market has slowed, the economy has avoidedspiraling into recession
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GS--Communacopia + Technology Conference 2024 — Key Takeaways02

Bottom line: We have three key takeaways: (1) IBM sees solid underlying demandin infrastructure Software despite weaker discretionary spending (which is a
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GS--What’s Powering Your Services Recap - 9/27/24

This week in Business & Information Services, we analyzed the latest online traffic
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Macro2Market Views Post the MacroMania

The super-macro week of late July/early August led to a volatile adjustment in pricing and positioning. As the dust settles, we remain vigilant and unconvinced that the coast is clear.
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Tomorrow, back to only thinking "Rate cuts!"

Today, markets are only interested in one economy, one field, and earnings from one company,which may or may not be in a bubble. It makes a change from a focus on “Rate cuts!” I guess. But
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GS--Keysight Technologies Inc. (KEYS)

Presenters: We hosted Keysight’s Satish Dhanasekaran, President and CEO, andNeil Dougherty, Executive Vice President and CFO at our conference.
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Asia FX Weekly - China Q3 and September data give some positiveness to the market

Several factors are working on global markets. In addition to traders’ dial back on
海外研报