海外研报

Barclays_The Coca-Cola Company Course Correction_20241024

3Q volumes came in lighter than anticipated, and this miss - coupled with implied 4Q organicsales

BofA on USA Weekly spending update through Oct 19_20241024

• Total card spending per household (HH) was up 1.9% y/y in the week ending Oct 19,

Today’s tidbits: New Prime fuel savings and more details on low-cost storefront

Fueling up for more Prime benefitsAmazon Prime members can now save $0.10 per gallon at approx. 7,000 BP, Amoco, and

BofA_Liquid Insight US rates and election FAQ _20241024

Election now dominates US rate client Qs

BofA_Situation Room Weaker foreign demand for back-end bonds_20241023

The lack of demand for back-end bonds from foreign investors is one reason for the

BTC post election playbook

Bitcoin prices have been driven higher in recent weeks, along with other popular Trump trades.

UBS--Chinese government bonds002

Chinese government bonds (CGBs) have sold off recently, led by the long

Citi Equities_ Mean Reversion + Micro EPS Onslaught

Uglier session for risk yesterday w/ NDX -1.55%, SPX -92bps, RTY -77bps, and SPW -33bps on slightly elevated

Citi_Weekly Supply Monitor Euro, US, and UK Supply Outlook_20241024

CITI'S TAKE We expect around €13bn of EGB supply next week from Germany and Italy.

Commercial Real Estate Chartbook--Commercial Real Estate Chartbook

The commercial real estate (CRE) space has increasingly been the