海外研报
筛选
Viewpoint The Time Has Come
This month we highlight our viewpoints on forthcoming trends. It includes our expectations for a measured rate cutting cycle to begin imminently while the
海外研报
2024年09月11日
BofA_Macro Risk Digest So it begins_20240913
We estimate corporates in Europe and Asia collectively held around $1trn of FX deposits in 1Q 2024. An unwind could amplify USD depreciation, although more likely over the
海外研报
2024年09月15日
BofA_US Viewpoint September CPI FAQ- expected report should create scope for dip buying_20241009
0.3% CPI = more bark than biteWhile knee-jerk the market may initially bear flatten with a MoM core 0.3% CPI print, we
海外研报
2024年10月11日
DB--Airbnb: Takeaways from Call with AirDNA
Yesterday, we hosted an expert call with Jamie Lane, Vice President of Research at
海外研报
2024年10月12日
