海外研报
筛选
BofA_US Watch An A+ jobs report_20241004
Strength across the board, only 25bp warranted in November
海外研报
2024年10月08日
September cut on the table helps drive down yields
The FOMC left the door ajar for a possible September rate cut, while avoiding any firm commitments. The tone of the statement as well as Chair Jerome Powell’s
海外研报
2024年08月02日
BofA_FX Viewpoint FX flows & positioning in Q3_20241009
Market overview: Hedge Fund USD selling vs. EM FXBofA investors ended Q3 slightly long USD, neutral rest of G10 FX, and marginally short
海外研报
2024年10月11日
June US CPI Inflation preview: Further progress
CPI to increase Fed’s confidence on disinflationWe expect the June CPI report to be another confidence builder following the undeniably good May report. We forecast headline CPI rose by 0.1% m/m (0.11% unrounded) owing
海外研报
2024年07月11日
European Morning Credit Today in European Credit
Bank of Ireland (BKIR): Fitch revised the outlook on Bank of Ireland to positive from stable, affirming the holdco’s rating at BBB+ (A3(+)/BBB elsewhere). The agency sees a
海外研报
2024年07月11日
Thoughts ahead of June quarter-end earnings
Hockey sticks get iced; volume recovery less robustMost companies across our consumer staples coverage universe began the year expecting volumes to improve while pricing fades as a building block to organic sales
海外研报
2024年07月11日
Buy France
The sharp underperformance of the French stock market on its recent political events is irrational, given the CAC 40’s limited exposure to French domestic economics and politics.
海外研报
2024年07月11日
The US consumer-should we be worried?
Consumer is moderating, not pulling back, The US consumer is and has been theengine behind economic growth. As rates stay higher for longer, the strength of theUS consumer is coming into
海外研报
2024年07月11日
Summer Stalemates
A Surprise in France: We assessed market impacts after the French legislative electionsdelivered a hung Parliament, with the left coalition unexpectedly coming first, followed by the
海外研报
2024年07月16日
