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BofA Securities Equity Client Flow Trends Clients bought last week’s rally
2nd week of equity inflows: Last week, during which the S&P 500 rallied 3.9%, BofA Securities clients were net buyers of US equities (+$2.7B) for a second week
海外研报
2024年08月21日
Continue to Tread Cautiously
We lower our global demand growth forecast from 1.2 to 1.1 mb/d, driven principally by China where lower economic growth, EVs and LNG trucking weigh
海外研报
2024年08月24日
Precious Metals Trading Desk View
The views or ideas expressed herein are those of the desk and/or the author only. The publication cannot be considered as
海外研报
2024年08月28日
Global FX weekly What’s next for the USD?
The viewBearish USD but balanced risks near term due to valuation, crowded front-end longs,
海外研报
2024年08月31日
GS--NIFTY fell 2% this week; We rolled forward NIFTY target from
Performance: NIFTY fell 2% w/w (MXAPJ: -2% w/w).FMCG led (flat w/w), while PSU banks lagged (-5%).
海外研报
2024年09月09日
SocGen - FX Pulse - Weekly FX summary – 9 September
US CPI on Wednesday. Presidential debate between candidates Trump/Harris on Tuesday. ECB f/c to cut 25bp on
海外研报
2024年09月12日
GS--ZipRecruiter Inc. (ZIP): Communacopia + Technology Conference — Key Takeaways
Presenters: We hosted Ian Siegel, CEO, and Tim Yarbrough, CFO, of ZipRecruiterat the Communacopia + Technology Conference.
海外研报
2024年09月17日
Quick RIC - Between a stock and a hard place
The teetering tactical case for stocksUntil the data improve or the Fed panics, we are tactically more cautious. Move up in
海外研报
2024年09月22日
GS--Global Views: The Data Have Spoken
1. We have cut our 12-month US recession probability back to the unconditional
海外研报
2024年10月11日
