海外研报

Transforming World – Q3 2024 Thematic Primer Picks & Stocklist (GWIM)

Transforming World: Quarterly Update of Stocks We highlight in this report our quarterly update of Thematic primer picks that are on BofA Global Research’s regional Q3 2024 best ideas lists, new thematic company

Likely to Sell 30% of CrownRock to Ecopetrol

In an 8-K filing today, OXY disclosed that it is in discussions with Ecopetrol to sell 30% ofCrownRock for $3.6 billion. This equates to 30% of OXY's acquisition consideration for

The Point for Europe

Infineon Technologies (IFXGn.DE) - Expect in line F3Q and steady FY24 guidance, prudently lower recovery growth in FY2

USD: are FX markets complacent?

Price action has been very much subdued across G10 FX markets overnight, echoing unchanged USTs and rather mixed global equities. The newsflow has