海外研报

BofA_FX Watch September Canada employment in focus_20241007

USDCAD spot level is now attractive for USD bears

BofA_Global Equity Futures Watch Sep-24 Global Equity Index Futures Roll Cost Chartbook_20241006

Equity index futures roll costs for 35 global futures rolls

BofA_Liquid Insight Is US election risk already overpriced_20241007

Fade USDCNH vol risk premium into US election

GS--China H-shares: Semis capacity expansion

We highlight our Buy ideas in H-shares following our A-share picks: (1)

China Resilience - H World Group (HTHT)_ Leading consolidator in a fragmented hotel industry

China Resilience is a series of reports aimed at highlighting Chinese

GS--China Software_ 3Q24 Preview_ Sequential growth on client IT

In 3Q/ 4Q24E, we expect China software companies’ revenues and earnings to

GS--Demand yet to pick up following improving sentiment, while Moutai Price up Rmb100+

The sector’s valuation has rebounded to 20.1x weighted average forward NTM P/E,

UBS--“Trade-in” program boosts 2H new electric vehicle sales

We turn more positive on the outlook for Chinese

Daily and weekly indicators for the US economy

Unless otherwise noted, information included herein is presented as of the dates indicated.

DB CoTD: The payroll cat amongst the pigeons

Good afternoon from Berlin! On the other side of the Atlantic, the shock