海外研报

Collective obliviousness?

Just two weeks have passed since the sharp deterioration in the US employment report sparked a

Obesity/Diabetes thoughts into EASD and through the end of 2024

For Roche, we see negative risk/ reward into the EASD presentations with nthe stock already reflecting a largely best case scenario given the stage of

BofA - Savita Subramanian - Quantitative Profiles Factors for the first Fed cut_20240916

Cut beneficiaries include Quality, Momentum, Cash returnOur economists expect the Fed to commence rate cuts at the Fed meeting this