海外研报

BofA_LatAm Oil & Gas

Revising E&P estimates following cut to oil price forecastFollowing BofA’s Global team cut to oil prices, we are updating our oil producer models

GD--AUGUST DATA REVEAL THE FED'S NEW CONUNDRUM

The main story line from the August personal income and spending data is, assuming payroll

UBS--What do lower interest rates in Switzerland mean for investors?

This report supersedes the original report published on 27

GS-- first bio-tech trait earnings coming through

Biotech seeds - improved visibility on trait payment:

GS-- Amorepacific, Fast Retailing, NVDA

China Macro - Raising 2024/25 GDP Forecasts on Stimulus. The latest round of

MS_Thematic Alpha - Conviction into Earnings_20241016

Consensus expectations are for S&P 500 3Q EPS to be up +3% Y/Y on sales