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What’s Top of Mind in Macro Research: Trump’s rising presidential odds, Fed cuts may soon begin,
US election: Trump’s rising oddsThe likelihood of a Trump presidency has risen further in betting markets sinceSaturday’s shocking assassination attempt, and we maintain that such an election
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2024年07月20日
Won’t be as easy next time
In a rare display of steadiness, yesterday’s packed calendar went mostly according to expectation, which is a welcome change after the past six weeks. The ECB left
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2024年07月20日
SAUDI KEY TO TRUMP OIL TRADE
Talk of ‘Trump trades’ has become more fashionable than ever since last weekend’s failed assassination attempt on the Republican nominee – but most such talk is inconclusive. The
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2024年07月22日
with Defensives outperforming Info Tech & Internet sectors
MXAPJ declined 3.1%, dragged by Taiwan, China offshore(-5% each) and Hong Kong (-3%), while Philippines (+3%),
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2024年07月22日
Transforming World – Q3 2024 Thematic Primer Picks & Stocklist (GWIM)
Transforming World: Quarterly Update of Stocks We highlight in this report our quarterly update of Thematic primer picks that are on BofA Global Research’s regional Q3 2024 best ideas lists, new thematic company
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2024年07月22日
