海外研报
筛选
Continue to Monitor for Strategic Priorities Progress and Operational Execution Across Segments
(PKI.TO). Inside, we highlight key discussion points surrounding thestock, including (a) Refining commentary and outlook, with a key
海外研报
2024年07月15日
Global Views: Why Wait?
1. The US core CPI increase of just 0.06% in June confirms that the Q1 pickup wasan outlier, in part because of residual seasonality. Based on CPI and PPI but pending
海外研报
2024年07月16日
The Buffalo Is Back
While economic surprises have been negative lately, leading indicators and easing global central-bank policies point to the slow global expansion gaining traction in the second half of 2024 and 2025.
海外研报
2024年07月17日
Global Fund Manager Survey In Soft We Trust
BofA July Global Fund Manager SurveyBottom Line: FMS investors remain bullish driven by Fed rate cuts & soft landing; July
海外研报
2024年07月17日
Weekly Rail Carload Snapshot — Week 28
Total traffic results for US Class I rails under coverage imply carload growthat +0.9% YoY in week 28, a deceleration versus +4.1% YoY in week 27.
海外研报
2024年07月17日
Preview: have your hike and eat it too
We now expect the ECB to hike its rates by 75bp at its September meeting. Despite our natural dovishness, we have been pencilling in this
海外研报
2024年07月18日
