海外研报

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

DB--Dividend Hike and Buyback Plan Underscore Shareholder Commitment

increase in its quarterly dividend to $0.83/sh (from $0.75/sh) on Monday after the close, along with a new $60bn share repurchase authorization with no set

BofA Hartnett Flow Show - Top of the world

Scores on the Doors: gold 28.9%, crypto 24.6%, stocks 18.8%, HY bonds 8.5%, IG 5.4%, cash 4.0%, commodities 2.3%, govt bonds 1.9%,

JPM_Credit Calls Wednesday, October 02, 2024

No,1: Long RTY versus short USD HY cash rates hedged, US HY cashspreads bave rallied to their

HSBC_China Equity Strategy How much further can the rally go_20241007

 We revise up our index targets by 20% on the unprecedented