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with Defensives outperforming Info Tech & Internet sectors
MXAPJ declined 3.1%, dragged by Taiwan, China offshore(-5% each) and Hong Kong (-3%), while Philippines (+3%),
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2024年07月22日
Transforming World – Q3 2024 Thematic Primer Picks & Stocklist (GWIM)
Transforming World: Quarterly Update of Stocks We highlight in this report our quarterly update of Thematic primer picks that are on BofA Global Research’s regional Q3 2024 best ideas lists, new thematic company
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2024年07月22日
2Q24 EPS Review: Banking on a Strong 4Q to Achieve 2024 Guidance
Executive SummaryBottom line: EPS was ahead of expectations owing to lower provision for credit losses (NPAs,NCOs little changed) and lower expenses (lower comp). Net interest income remains pressured
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2024年07月22日
Despite the Heat, the Animal Spirits are Cooling Off
Stormy Spirits Ahead?Our Animal Spirits Index (ASI) fell in June to 0.53 from 0.88 in May but has remained positive in all six months of 2024 (chart). Previous reports detail the index's methodology, but on a basic level, an
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2024年07月22日
The Impact of Trade Policy Uncertainty on Capex Beneficiaries
The US presidential election is re-shaping the Europeanequity market. While markets have just started to fadeEuropean political risk, the US presidential election on
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2024年07月22日
Sizing the Very Uncertain Increase in Trade Policy Uncertainty (Briggs/Pierdomenico)
US Presidential candidate Donald Trump has signaled that he will likelyimplement significant tariffs if elected, raising risks that a sharp increase in trade
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2024年07月22日
Global Rates Trader Policy Path Dependent
While US election risk is an inescapable focus in rates market discussions, the lastmonth has revealed the difficulty building clear momentum in trading the eventualoutcome.
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2024年07月22日
Healthcare Pulse: Shifts Now Afoot... Investor sentiment
The title of our last weekly, “Strap-In” was a grossunderstatement for the epic momentum reversal thatensued this week
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2024年07月22日
Weekly Equity Market Commentary & Conviction Calls
With 2Q earnings season in full swing, the recent rally seen in USequities cooled slightly this week. As evidenced by the
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2024年07月22日
Shifting narrative and market implications
We hosted the fifh installment ofthe Strategic Research 2024 US Election Watchseries on July 17, featuring IP, Morgan researchers who discussed the keytakeaways, firom meetings duringour recent trip to Washington, D,C, The meetingsin
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2024年07月22日
