海外研报

GS--Norges Bank—On Hold with Hawkish Guidance; We Now See One Cut in 2024

BOTTOM LINE: Norges Bank’s Monetary Policy Committee decided to keep thepolicy rate on hold at 4.5%, in line with our and consensus expectations. The

GS--Taiwan: CBC Keeps Policy Rate Unchanged, Tightens Selective Credit Control and Raises RRR

. Taiwan’s central bank (CBC) kept its benchmark policy rate unchanged at 2.0%.

GS--The 720: Korea Value in Action, FOMC, Trip.com, Japan Autos, India CIO tour, Indonesia Banks

Korea Value in Action - Continuing the trend toward improved shareholder returns.Policymakers have continued to implement support measures, and we believe the1

GS--Capital Markets Day: In-line targets relative to elevated expectations;

T-Mobile Capital Markets Day highlights in-line financialmetrics, with strong broadband targets on fixed wireless and

GS--Turkey: TCMB Remains on Hold and Cautiously Adjusts its Forward Guidance

In line with a unanimous consensus, the TCMB kept its policy rate unchanged at50.00%. The Committee acknowledged the lack of a notable slowdown in core

GS--Ukraine: NBU Keeps Policy Rate Unchanged (As Expected)

Bottom line: The NBU Board kept its policy rate unchanged at 13%, in line withexpectations and consistent with the Bank’s prior guidance, emphasizing the recent

GS--Shorter iPhone 16 series lead times v. iPhone 15; Continued longer fulfillment for

Delivery lead times for iPhone 16 are shorter than iPhone 15.Although shorter lead times could imply weaker demand trends,

GS--How Global Economic News Affects AEJ Financial Markets

The release of information about activity, inflation, or other aspects of an economycan have a substantial impact on financial markets. In this piece, we crunch through

BofA_A SmallCap Week Ahead Companies reporting – 23rd September to 27th September_20240919

>> Employed by a non-US affiliate of BofAS and is not registered/qualified as a research analyst under the FINRA rules.

BofA_A Week Ahead Companies reporting – 23rd September to 27th September_20240919

under the FINRA rules.Refer to "Other Important Disclosures" for information on certain BofA Securities entities that take