海外研报

If this is September, wait for November Global Daily

It’s September. It’s time for the first Fed rate cut in years. This was supposed to see thepopping champagne corks. Yet, it’s not starting very well.

GD--ECB PREVIEW: EA GDP AND PROFITS SEAL A SEPTEMBER CUT Davide Onegli

With all key data ahead of the next ECB meeting finally out, officials are now certain to deliver another 25bp cuton Thursday, in line with our long-held expectations. While even ECB hawks have to admit that incoming data

BofA_BofA on USA Summer doldrums

Earlier Labor Day = more spending in AugustTotal card spending per household (HH), as measured by BAC aggregated credit and

DB--Dividend Hike and Buyback Plan Underscore Shareholder Commitment

increase in its quarterly dividend to $0.83/sh (from $0.75/sh) on Monday after the close, along with a new $60bn share repurchase authorization with no set

BofA Hartnett Flow Show - Top of the world

Scores on the Doors: gold 28.9%, crypto 24.6%, stocks 18.8%, HY bonds 8.5%, IG 5.4%, cash 4.0%, commodities 2.3%, govt bonds 1.9%,

JPM_Credit Calls Wednesday, October 02, 2024

No,1: Long RTY versus short USD HY cash rates hedged, US HY cashspreads bave rallied to their

HSBC_China Equity Strategy How much further can the rally go_20241007

 We revise up our index targets by 20% on the unprecedented

GS--US Week Ahead: October 14 – October 20

09:00 AM Minneapolis Fed President Kashkari (FOMC non-voter) speaks

SocGen_Asia Equity Market Arithmetic Sentiment turns cautiously pessimistic o

◼ Last week was a good one for global equities, particularly DM as Japan led the way (again) and