海外研报
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EF--August CPI preview: another benign report
Following a stronger-than-expected start to the year, inflation has shown notable improvement over the past few months. We expect that trend to
海外研报
2024年09月12日
BARCLAYS--One Step Back, One Step Forward
Discretionary funds are re-grossing; systematic funds rebuiltsome equity exposure after the August selloff but now face
海外研报
2024年09月12日
BARCLAYS--Summary of FX Views for the Year Ahead
This is a Special Report that is not an equity or a debt research report under U.S. FINRA Rules2241-2242.
海外研报
2024年09月12日
GS--Market cap almost equal to net cash
Market cap approaching net cash - BMW’s share price finisheddown >11% on the day (10th September) following the company’s
海外研报
2024年09月12日
BS--Carrier promotions modestly better than last year
Incentives slightly better at more carriers for Pro modelsCarrier incentives allow iPhones to be more affordable as they: 1) bundle iPhone
海外研报
2024年09月12日
BofA_Global Equity Volatility Insights Fall vol not over but AI still a right tail risk
More volatility to come, but AI remains a right-tail riskNotwithstanding Monday’s rally, equities (especially tech) seem to have had a tough start
海外研报
2024年09月12日
BofA_Liquid Insight AUD and iron ore
Iron ore remains a large share of Australia's exports but prices have a tenuous historical relationship with AUD FX.
海外研报
2024年09月12日
BofA_Liquid Insight AUD and iron ore_20240910
Iron ore remains a large share of Australia's exports but prices have a tenuous historical relationship with AUD FX.
海外研报
2024年09月12日
BJ--S&P 500 Futures Intraday Roll Cost Monitor
Intraday on Sep 10, the S&P 500 e-mini futures roll traded 70bps (VWAP) to Fed Funds using bottom-up divsThe volume weighted roll cost for the quarter is 73bps rich
海外研报
2024年09月12日
Capital Markets Strategy
"What, then, consoles usin this human society full of calamities,out the unfeigned faith and mutual loveof true and good friends?"
海外研报
2024年09月12日
