海外研报
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FADE THE RECESSION NARRATIVE
The market has been hypersensitive to negative economic surprises because of the extent to which GDP growth and earnings expectations have been ratcheted up over the course of this
海外研报
2024年08月08日
Month-In-Review: Where Next For BondYields And The Dollar?
The dollar is a buy over the nextsix to 12 months, but a sell over athree-year horizon.The yen has all the catalystsrequired to rally.
海外研报
2024年08月12日
BofA on USA Payback, not a slowdown
We expect a consensus-like retail sales report for JulyTotal card spending per household (HH), as measured by BAC aggregated credit and
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2024年08月15日
Credit Calls Thursday, August 22,2024
FeatureHG&HYRetail Earnings HalfTimeReport: Mixed consumer keeps retailerscautious (Carla Casella, CEA)It is time for the halftime report, but we feel we have a lot more color from the firsthalfthan the second, This is a good time to refresh
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2024年08月23日
Patience and persistence pay off for Pampa Energia
Move to OW on scale, trajectory, fundamentals & strategyPampa Energiía has been able to maintain low leverage, high liquidity while still
海外研报
2024年08月27日
