海外研报
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A major rotation is underway in global equities
The surprisingly soft US June CPI print has triggered a price surge in highly-levered and beaten-up global small-cap stocks relative to their large-cap counterparts. In our view, this
海外研报
2024年07月29日
Hong Kong: Real GDP growth stronger than expected in Q2
Bottom line: The preliminary reading of 2024 Q2 Hong Kong GDP growth came in at+3.3% yoy, significantly above consensus expectations. In quarter-over-quarter
海外研报
2024年08月01日
BofA_Global FX Weekly Let’s assume no kaos_20241004
G10. Hawkish Powell vs. dovish Lagarde, Bailey and Ishiba led to USD strength. Middle
海外研报
2024年10月08日
GD--TAXES, TARIFFS, DEFICITS — WHERE IS THE PRESSURE POINT?
Harris or Trump, the deficit grows – but Trump uses tariffs to finance government.
海外研报
2024年10月24日
