海外研报

BofA_BofA FAQs Global Auto FAQs- Stepped up competition and the future of incumbents_20241018

1) Implications of China’s high quality/low priced EVs?

BofA_Europe Economic Weekly Well on track_20241018

Weekly view: well on track (to undershoot)

China_ growth will likely rebound in Q4 after better-than-expected Q3_September data

China’s Q3 GDP growth and September domestic activity indicators all

Citi - ASML Holding NV (ASML.AS)003

CITI’S TAKE ASML’s 2025 guidance changes raised many questions regarding the

Commodities Weekly--China’s long on words but short of numbers

Global commodities: Commodities are struggling to find direction given the

GS--ECB—Cuts 25bp and Leaves Guidance Unchanged0005

BOTTOM LINE: The Governing Council cut policy rates by 25bp, as widely expected.

FX Weekly--USD continues to rebound ahead of US election

FX View: The USD is on course to advance for the third consecutive week. We

JPM_Credit Calls Friday, October 18, 2024

FeatureMedicaid challenges and Implieations for Credit: Supports ELy UW;Donngrading cNe to Neutral

JPM_NFLX Recap, MSFT _ OpenAI Fractures, GOOGL reorg, MDB redemption, AMZN, USM_20241018

W$. debaling how MSF'T's -$14B investment geis converted as part of the for,profit transition

Maybe the Third Time Isn’t the Charm

The European Central Bank surprised nobody by cutting its deposit facility rate to 3.25%