海外研报

BofA--Automotive Industry Weekly automotive pit stop_20240913

Recent US industry reports and data points – Pages 2-8 • Total recall 2Q:24 – Core strength drives OEMs; Supplier outlooks disappointing•

BofA_Liquid Insight ECB- from how fast to how far_20241009

Key takeaways• The ECB seems to have opened the door to back to back cuts. This potentially answers the question of how quickly they cut.

DB--ECB Preview: Pivot point

We expect the ECB to cut rates 25bp again on 17 October. Growth is even weaker

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