海外研报
筛选
BofA_FedEx Corp_20240920
Miss on mix pressure, savings fall short, sees big 2H rampFedEx’s shares are bid down 11% or $33 in after hours trading as results missed targets
海外研报
2024年09月21日
BofA_Global Economic Weekly The Powell put comes too early_20240920
Global Letter: The Powell put comes too earlyWith US growth somewhat above potential, a strong consumer, the stock market at
海外研报
2024年09月21日
BofA_The RIC Report Between a stock and a hard place_20240917
The teetering tactical case for stocksUntil the data improve or the Fed panics, we are tactically more cautious. Move up in
海外研报
2024年09月21日
BofA_T-Mobile US_20240920
Guiding to sector leading growth; PO to $220T-Mobile’s (TMUS) capital markets day (CMD) focused on its growth plans through
海外研报
2024年09月21日
BofA_US Economic Weekly Softer growth and a more dovish Fed_20240920
Weekly viewpoint: A bumpier landingWe have tweaked our economic forecasts. In response to softer-than-expected labor
海外研报
2024年09月22日
Central_Bank_Weekly__20th_September_2024
RBA ANNOUNCEMENT (TUE): The RBA is likely to keep the Cash Rate Target unchanged at 4.35% at its meeting next week with all 45 economists surveyed by Reuters unanimously
海外研报
2024年09月22日
GS--China Economic Activity and Policy Tracker: September 20
In this note, we update four sets of high frequency indicators that we track: 1)consumption and mobility; 2) production and investment; 3) other macro activity; and
海外研报
2024年09月22日
DailyTechIndex_20240919_en
This publication was prepared by Bank J Safra Sarasin Trading department. The views or ideas expressed herein are those of th e desk and/or the author
海外研报
2024年09月22日
GS--Key Takeaways from NDR with Management (CEO, CFO, & IR)
We recently hosted investor meetings with Electronic Arts (EA,Neutral-rated) in Boston with CEO Andrew Wilson, CFO Stuart
海外研报
2024年09月22日
