海外研报
筛选
War, Inflation, and the Neutral Rate
The probability that we see oil production targeted as part of the escalating fighting in the
海外研报
2024年10月11日
Weekly commentary--Our anchor in choppy markets
Our anchor in choppy markets• We stay risk-on heading into Q4 due to a favorable near-term macro backdrop.
海外研报
2024年10月11日
GD--CONSUMERS STILL LAG ON GETTING BACK INTO DEBT
Concern about the state of consumer balances on the debt side is misplaced. Usage of
海外研报
2024年10月11日
GS--Asia Credit Notes: Search For Carry In Banks and HY
With the 50bps Fed cut and China policy easing, the macro backdrop continues to
海外研报
2024年10月11日
GS--Boeing Co. (BA): September aircraft order & delivery report01
Boeing reported 65 gross new aircraft orders, no outright cancellations, and (66)
海外研报
2024年10月11日
BofA Securities Equity Client Flow Trends Muted inflows during payrolls week
ivate clients led inflows
海外研报
2024年10月11日
BofA_Global Energy Weekly US power prices ease as capacity soars_20241007
US power loads and generation are at all-time highs…
海外研报
2024年10月11日
BofA_Liquid Cross Border Flows USD’s potentially sober October_20241008
Key takeaways
海外研报
2024年10月11日
GS-- first bio-tech trait earnings coming through
Biotech seeds - improved visibility on trait payment:
海外研报
2024年10月11日
GS--Focus on 3Q24 results for potential earnings revisions
As discussed in our prior report (Sept 23), we believed market expectations for the
海外研报
2024年10月11日
