海外研报

BofA_Global Economic Weekly Is China turning the tide_20240927

Global Letter: Is China turning the tide?On Tuesday, the PBoC and other Chinese authorities jointly announced a package of

MS_October 4

Resoundingly strong US employment report; USTs bear-flatten

FX --View Foreigners are piling into US assets again

Unravelling the yen carry trade and the start of Fed easing ought to deliver a weaker dollar and less unbalanced globaleconomy, but investors are already buying the dip!

MS - Tesla - That’s it_ Disappointing Lack of Detail_20241011

Tesla’s highly anticipated ‘We, Robot’ event demonstrated

GS--shifting cross-asset leadership in the growth repricing

Last week, US Core CPI came above expectations, while

BofA_Automotive Industry Weekly automotive pit stop_20241018

Valuation update – Pages 9-13We believe the accompanying valuation framework is one of the most important

BofA--3Q Heads Up: AT&T reporting tomorrow

Momentum in core wireless and broadband segments