海外研报

BofA What Seasonality

S&P 500 defies gravity in the seasonally weakest monthThe S&P 500 gained 2.1% on a total return basis, the best September since 2013 and

Global Metals & Mining_ Rio Tinto agrees counter-cyclical cash offer to acquire Arcadium Lithium

Rio Tinto has announced an agreement to acquire Arcadium Lithium (Not Rated).According to Rio, this represents a counter-cyclical expansion aligned with its

GS--Oil Tracker: Prices Retreat, Risks Remain

Brent crude prices retreated almost $4/bbl from Monday’s highs to $77/bbl as Chinapolicymakers did not provide details on the size of stimulus, and as Israel continues

GS--Airbus (AIR.PA)_ September O&D_ Soft deliveries (50) as expected but very strong orders

Airbus September deliveries (50) came in ahead of our GS tracker (43, based onPlanespotters Data – see note here) and in line with the figure reported byReuters, a

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