海外研报

BofA_Earnings Tracker Week 2- Stock-picking alpha “en fuego”, glimmers of hop

So far so good with a 5% beat, led by Financials

BofA_Global Macro Watch Known Unknowns 20 – 25 October

What happens in DC doesn’t stay in DC

BofA_High Frequency Monitor Persistently positive_20241021

Global equities rally on US strengthLast week, the MSCI AC World Index (0.5%) rallied for the eighth week in ten as the US

Cheatsheet - G10 & EM Week Ahead_ Stay focused

By Varshi Karamsetty, Naveen Nair,Valery Berenshtein

CitiFX Techs - US rates_ Momentum vs resistance

US rates are testing interesting resistance levels. While the momentum on yields suggests that we could see further upside,

Deutsche Bank - Mapping Markets Oct 21 (1)

The cross-asset rally is becoming increasingly relentless. The S&P 500 has posted

Deutsche Bank - Mapping Markets Oct 21

The cross-asset rally is becoming increasingly relentless. The S&P 500 has posted

Deutsche Bank Research - Investor Positioning and Flow - Oct 21

On the growth front, positive surprises started with the robust payrolls report

FX Weekly--USD continues to rebound ahead of US election1154

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