海外研报

Americas Construction: Building Products: AHRI — June Read-Throughs

Residential Water Heater Shipments Down 1% in June: This compares to a 2%decline in May and +12% a year ago. Commercial fell 4% YOY vs up 16% last month

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index rose 0.4% today. Taiwan and Korea markets outperformed, whileSingapore and Indonesia markets underperformed. Within MXAPJ sectors, Info Tech

DeskTalk - Ready for Powell at Jackson Hole

NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONAL

Europe Technology: Hardware: Key investor questions for European Digital Enablers at the

Ahead of the GS Communacopia + Technology Conference in San Francisco(September 9-11), we summarise key investor questions for our coverage, spanning

A funny thing happened on the way to the....

CUTS!”, ignoring all else in their fixation on when the Fed, which doesn’t know what economy looks like now or ahead, will finally lower the official cost of borrowing, which has already plunged

BofA Monthly HF Update August 2024

Equity L/S leads: YTD, Equity L/S leads at 10.7%, followed by Relative Value at 8.8%, then Multi-Strategy at 7.6%.1Most HF strategies generated

GD--BEIJING’S RALLY003

Last week we wrote that we had never seen Chinese growth prospects this bad. It seems as

UBS--Intelligence weekly #2 – Technology upgrades ahead for AI chips in 5, 4, 3, 2, and 1

While 3Q24 ended on a positive note for AI stocks,