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BofA Securities Equity Client Flow Trends Big week of equity selling
Biggest net sales since Nov. 2020: Last week, during which the S&P 500 was -2.0%, BofA Securities clients were largest net sellers of US equities (-$7.0B) since 2015. Sales were driven by single stocks, while ETFs saw muted inflows.
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2024年07月24日
Greater China Insight 19 July 2024
This cut was prompted by lower-than-expected Q2 GDP of below 5%. We cannot rule out another cut in Q4 if Q3 GDP remains below 5%.
海外研报
2024年07月24日
Macro Strategy
Markets began to stabilise again yesterday, with the Magnificent 7 (+2.33%)leading the recovery after a 4-day slump last week, The moves came as earningsseason is about to ramp up, with Tesla (+5.15%) and Alphabet (+2.26%) set to bethe first ofthe
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2024年07月24日
Balancing an accommodative Fed and a complex US election across emerging markets
Macro focus:Over the last seven w eeks, the outlook for the Fed has become more supportive w ith favourable inflation and labour prints that has led to the pricing of
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2024年07月24日
USD Rates Chart Pack: Futures Positions & Curve Analysis
The report captures the US Commodity Futures Trading Commission (CFTC)’s Commitment of Traders (COT) data oninvestor positions in futures at aggregate levels as well as by maturity sectors.
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2024年07月24日
General Motors Co. (GM): 2Q24 First Take
This was a strong report, in our opinion, as GM’s results were aboveFactSet consensus and the company raised its CY24 EBIT, EPS and FCF
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2024年07月24日
What can be, unburdened by what has-beens?
Global IT systems crashed on Friday. Two days later, a week after the attempted assassination of former President Trump, President Biden crashed. It seems full steam ahead for Kamala Harris, sofar.
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2024年07月24日
Buy SAP, Ryanair, Experian, Merlin Properties | Capex Tracker | GOAL Kickstart | US Capital Markets
SAP – 2Q24 EBIT and FCF ahead with upgrade to FY25 – SAP’s 2Q24 revenuescame in-line on total revenues and ahead on Non-IFRS EBIT (incl SBC) (7%/8% vs
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2024年07月24日
Decline in Rates Likely to Support Activity Over Coming Weeks
How it Works: In developing the scale, we went back over 50 years of data todetermine averages, outliers, and differing operating environments. As such, a
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2024年07月24日
LOGI; NOW; TER GOOGL & TXN Bars; Media Survey; APH; CALX; CDNS; FLEX; GLW;
Sentiment: I think HFs were short into WWDC and have been forced to cover in the weeks that followed throughbetter ad checks and the appreciation that GOOGL, is the cheapest Mag7 stock while having retained the most costoptionality. New
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2024年07月24日
