海外研报

GS--US Economics Analyst_ Back on Track_ Reassessing Labor Market Trends

The September employment report reset the labor market narrative. Strong

Rabo--Sour grapes?

Sour grapes. According to the Cambridge Dictionary one of the ways to interpret this idiom is:‘bad behaviour that happens because someone is more successful’. Looking at the current state

MS - Utilities - The Overlooked Value of Power_20241010

Our new AlphaWise survey suggests robust power demand and

GS--From Goldilocks to Reflation - shifting cross-asset leadership in the growth repricing

Last week, US Core CPI came above expectations, whileHurricane effects led to higher initial jobless claims. In China,

BofA_BofA FAQs Global Auto FAQs- Stepped up competition and the future of incumbents_20241018

1) Implications of China’s high quality/low priced EVs?

BofA_EM Corporate Strategy

Distressed EM Corps returned another +16% since June