海外研报

GS--PR, DVN, EQT; Sells: APA, CRK

We believe that in the near term, the increased uncertainty around commodity price

GS-- Downgrade ETSY to Sell

As we head into Q3’24 eCommerce earnings, we address key industry themes and

GS--Another well-rounded beat, with focus on the NII outlook

BAC reported 3Q24 EPS of 81¢, vs. GSe/Visible Alpha Consensus Data 73¢/75¢,

Barclays_Americas Morning Research Summary_20241015

Barclays Live.Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies covered in its research

BofA - Harnett - Global Fund Manager Survey Bull Charge_20241015

Bottom Line: the biggest jump in investor optimism since Jun'20 on Fed cuts, China

BofA_Market Analysis Comment Key indices and indicators heading into the election_20241015

SPX bullish: Cup and handle counts to 5930 and 6180

BofA_Morning Market Tidbits The hurricane impact_20241015

US Economics: The hurricane impact

BofA_Rates Technical Advantage Soft landing promotion_20241014

In June 2024 we discussed four landing paths’ the US 10Y yield may follow in 2H24. We

China_commodity_trade_data_September_2024

China’s commodity imports were strong in September as restocking continued.

EM EMEA Weekly--Chinese stimulus adds impetus to EM prospects

Macro focus: Our constructive EM view in 2024 has been predicated on three