海外研报

BofA Securities Equity Client Flow Trends Third week of equity selling

Institutional clients continue to sell equities• Single stock-led selling: Last week, during which the S&P 500 was -0.8%, BofA Securities clients were net sellers of US equities (-$3.3B) for the third straight

European Equity Strategy

Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies covered in its research reports. As a result, investors should be

Any more systematic pressure in USDJPY and US equities?

Benchmark CTA down big this past MondayWhile declining steadily in each of the last four weeks, this past Monday the SG CTA benchmark index posted its largest daily drop since Mar-23. This on the same day

China Musings The good and the bad of being different

MSCI China has lost 6% in the past 1 month as equity volatility surged acrosskey markets, extending its correction from the highs in mid-May to 12% and is