海外研报
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Barclays_Barclays Equity Factor Insights_ October_20241010
Strengthening macro data halted Factor rotation across bothregions. We maintain Positive view on Growth in both US &
海外研报
2024年10月11日
BofA_Alphabet DOJ considering a long list of potential remedies; some
DOJ provides extensive list of possible remedies In its initial proposed monopoly remedy filing, the DOJ outlined a broad set of potential measures aimed at addressing how Alphabet may distribute and manage its Search
海外研报
2024年10月11日
BofA_Liquid Insight The Taylor Rule – you just can’t shake it off_20241010
Key takeaways• With easing cycle in full swing - markets are focused on appropriate pace & quantum of cuts. Rule-based approach may help
海外研报
2024年10月11日
GS--China Staples_ Pet food monthly_ Sep-24_ Moderating before Double 11
In this monthly pet food tracker, we monitor: 1) domestic demand for pet food; 2)ASP trajectory and competitive dynamics within product/channel mix shifts; and, 3)overseas demand and monthly cost tracker.
海外研报
2024年10月11日
Citi--The Point for Asia Pacific Thursday, 10 October 2024
We cut our target price to ¥7,000 from ¥9,000 while maintaining our Buy rating. Our OP forecasts are now lower than previously, but ongoing strong inquiries for AI
海外研报
2024年10月11日
Citi_The Point for North America Thursday, 10 October 2024
We are initiating coverage of four regional banks that have garnered increased investor interests following their respective M&A transactions (regarding BANC, SSB, and UMBF) along with profitability improvement trends (SNV). Overall, we
海外研报
2024年10月11日
COMMERZBANK--CPI relief?
Fed: FOMC minutes show that "almost all" officials agreed that upside risks toinflation had diminished and a "substantial majority" supported the 50bp cut, while
海外研报
2024年10月11日
GS--Global Markets Daily_ The FX Playbook for Rate Path, Rate Vol, and US Exceptionalism
The end of Summer brought relief to pro-cyclical assets and a broadly weaker nDollar as the combination of still-resilient US growth and the Fed’s dovish pivot
海外研报
2024年10月11日
