海外研报

BofA_Global Economic Weekly Not so fast (vol II)_20241011

Last week, stronger-than-expected US payrolls led the market to once again reprice the

BofA_Tesla Motors We, Robot- Good event - maybe We, raise low cost capital now_20241011

Robotaxi event lives up to the hype; Reiterate Buy

BofA_Uber Twenty-minute Robotaxi event concludes six months of Uber event worry_20241011

Tesla’s “We, Robot” envisions autonomous futureTesla hosted its Robotaxi event “We, Robot” in Los Angeles. Key announcements for

BofA_US Economic Weekly The economics of hurricanes_20241011

Weekly viewpoint: The economics of hurricanesHurricanes Helene and Milton have sparked several investor questions in recent weeks.

BofA_US Rental Car Industry Rental Car 3Q Preview- Tapping on the brakes

3Q:24 earnings preview for US Rental Car sector

GS--BP Plc (BP.L): Data Update: Adjusting our estimates ahead of 3Q24 results

We make adjustments to our 3Q24 estimates (release due on October 29) to reflect

Commodities Weekly--Oil markets remain on tenterhooks with uncertainties abound

Global commodities: Seldom has the degree of uncertainties surrounding the oil

DB--Airbnb: Takeaways from Call with AirDNA

Yesterday, we hosted an expert call with Jamie Lane, Vice President of Research at

DB--Insights from 2024 DB Software Tour

We had the pleasure of hosting a two day investor bus trip in the SF Bay Area which

GS--3Q-24 Earnings Preview: Let the Data Speak

The earnings season kicks off next week. By the end ofNovember, 375 of the STOXX 600 constituents should have