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BofA Securities Equity Client Flow Trends Buying the dip

• Big inflows week: Last week, during which the S&P 500 was essentially flat, BofA Securities clients were net buyers of US equities (+$5.8B) for the first time in five
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Buyer's markets-Global Daily

US producer price inflation was soft in July. Both headline (0.1% m/m and 2.2% y/y) and core (0.0% m/m and 2.4% y/y) PPI inflation came in below expectations. Goods prices rose by 0.6%
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Latest Thoughts Ahead of Kazatomprom (KAP) Production Guidance

In this note, we update estimates for Cameco Corporation (CCJ, Buy) following2Q24 results. While the quarter came in below GS and Street estimates, we note
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Interest Rates Daily-Energy awakening?

Oil and gas market prices are both strongly up in the last few weeks, albeit for different reasons.
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First Look: A Reassuring Beat in Q2 24

Nubank posted net income that was 12.7% above consensus, a reassuringbeat following all the prevailing noise on rising NPLs and slowing loan growth
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Global Markets Daily: Credit Fund Flows: A Look Back and Forward (Shumway)

Three themes emerged from the trajectory of fixed income fund flows throughthe Fed’s recent hiking cycle. The first is a preference for quality, driven by
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MercadoLibre (MELI US)-Buy: More levers to pull; raise TP

◆ Gaining share with GMV (FX-neutral) growth of 83% y-o-y; commerce take rate expands 120bp y-o-y
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BOJ watch: Bank suspends further rate hikes after being blamed for dramatic moves in yen and stocks

Global financial markets experienced major turmoil in the first part of August. On the fifthof the month the Nikkei 225 posted a larger drop than it did on Black Monday in 1987, and
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Japan: accommodative monetary policy to continue under the new prime minister

The failure to stop the BoJ from forcing rate hikes that led to global market turmoil further weakened the political centripetal force of the
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Cross Asset Volatility Machine Learning Based Trade Recommendations

Global market were fairly stable just a week after the panic selling. Both the CARV and ETF RV models maintain a short vol bias, which is not that
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