海外研报

A funny thing happened on the way to the....

CUTS!”, ignoring all else in their fixation on when the Fed, which doesn’t know what economy looks like now or ahead, will finally lower the official cost of borrowing, which has already plunged

artificial-intelligence-what-does-it-mean-for-real-estate

Artificial Intelligence (AI): what was once just a buzzword, is now reshaping industries and

Asia_Portfolio_Flows_Emerging_Markets_Asia_August_2024

Despite the yen carry trade unwind at the start of August which triggered a sell-off in risk assets, the month ended with a modest foreign equity

august-2024-preliminary-hedge-fund-performance-report

Hedge funds were up on average 0.20% in August underperforming the MSCI World which was up 2.68%.▪ YTD hedge funds are up 6.81%, underperforming MSCI world which is up 17.10%.

BofA_BofA on USA Summer doldrums

Earlier Labor Day = more spending in AugustTotal card spending per household (HH), as measured by BAC aggregated credit and

BofA_US Equity Futures Watch_S&P 500 Futures

Intraday on Sep 11, 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 72bps rich

BofA_US Equity Futures Watch_S&P 500 Futures01

Intraday on Sep 11, 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 72bps rich