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Americas Transportation: Railroads: Weekly Rail Carload Snapshot — Week 30
Total traffic results for US Class I rails under coverage imply carload growthat +6.2% YoY in week 30, an acceleration versus -0.7% YoY in week 29.
海外研报
2024年07月31日
FADE THE RECESSION NARRATIVE
The market has been hypersensitive to negative economic surprises because of the extent to which GDP growth and earnings expectations have been ratcheted up over the course of this
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2024年08月08日
Month-In-Review: Where Next For BondYields And The Dollar?
The dollar is a buy over the nextsix to 12 months, but a sell over athree-year horizon.The yen has all the catalystsrequired to rally.
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2024年08月12日
BofA on USA Payback, not a slowdown
We expect a consensus-like retail sales report for JulyTotal card spending per household (HH), as measured by BAC aggregated credit and
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2024年08月15日
Credit Calls Thursday, August 22,2024
FeatureHG&HYRetail Earnings HalfTimeReport: Mixed consumer keeps retailerscautious (Carla Casella, CEA)It is time for the halftime report, but we feel we have a lot more color from the firsthalfthan the second, This is a good time to refresh
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2024年08月23日
Patience and persistence pay off for Pampa Energia
Move to OW on scale, trajectory, fundamentals & strategyPampa Energiía has been able to maintain low leverage, high liquidity while still
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2024年08月27日
Unique growth at very reasonable valuation, ignore quarterly noise
Q2 solid, Q3 good not great on Blackwell push-outWe reiterate our Buy rating on Nvidia (NVDA), a top sector pick, raising FY25/26E (roughly .
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2024年08月30日
Banks & foreign investors buy while CTA demand peaking
Buying aboundsRecent weeks have seen buying flow from CTAs, investment funds, asset managers, banks, and even foreign investors. The bid for duration appears to be quite strong. While
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2024年09月03日
ADP Employment Below Expectations
BOTTOM LINE: According to the ADP report, private sector employment increasedby 99k in August, below consensus expectations, and employment in July was
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2024年09月06日
