海外研报

BofA_Asia Economic Weekly Korea-US trade- Can the record high exports be sustained_20241018

It has been another eventful week in Asia. In China, both the Ministry of Finance and the

BofA_Automotive Industry Weekly automotive pit stop_20241018

Valuation update – Pages 9-13We believe the accompanying valuation framework is one of the most important

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