海外研报
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precision-insights-em-august-2024
We outline our latest views on emerging market (EM) single countries, updated regularly to reflect the latest macro and .
海外研报
2024年09月22日
Quick RIC - Between a stock and a hard place
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22日
GS--Takeaways from Digital Forum: Underappreciated Technology Value
We attended the SLB Digital Forum in Monaco, which broughttogether 1,400 customers and technology partners, and highlighted
海外研报
2024年09月22日
Taboo--Global Daily Market comments
This week we learned how (not) to say you believe you may be behind the curve without saying you are behind the curve, like a bad game of Taboo. Markets continued to celebrate the outsized
海外研报
2024年09月22日
GS--The consumer, savings and stock performance
UK households benefit from positive real incomegrowth; the latest labour market data show private sector
海外研报
2024年09月22日
GS--What’s Next in Gas: Potential Ukraine transit deal poses downside risk to our TTF forecast
News today (September 19th) of a potential deal between Ukraine andAzerbaijan that would effectively prevent the halt of the remaining 42 mcm/d of
海外研报
2024年09月22日
GS--Shorter iPhone 16 series lead times v. iPhone 15; Continued longer fulfillment for
Delivery lead times for iPhone 16 are shorter than iPhone 15.Although shorter lead times could imply weaker demand trends,
海外研报
2024年09月23日
GS--How Global Economic News Affects AEJ Financial Markets
The release of information about activity, inflation, or other aspects of an economycan have a substantial impact on financial markets. In this piece, we crunch through
海外研报
2024年09月23日
BofA_A SmallCap Week Ahead Companies reporting – 23rd September to 27th September_20240919
>> Employed by a non-US affiliate of BofAS and is not registered/qualified as a research analyst under the FINRA rules.
海外研报
2024年09月23日
BofA_A Week Ahead Companies reporting – 23rd September to 27th September_20240919
under the FINRA rules.Refer to "Other Important Disclosures" for information on certain BofA Securities entities that take
海外研报
2024年09月23日
