海外研报
筛选
When Things Kinda Make Sense
I’m a contrarian by nature. I much prefer finding things that markets may be pricing incorrectly,
海外研报
2024年10月22日
BofA_High Frequency Monitor Persistently positive_20241021
Global equities rally on US strengthLast week, the MSCI AC World Index (0.5%) rallied for the eighth week in ten as the US
海外研报
2024年10月22日
Top of Mind_ Post-election economic policies
With all eyes on the fast-approaching US election amid a close race between two
海外研报
2024年10月22日
GS--Better Labor Market Data, Improved Consumer Outlook (Briggs)
Spending: Real consumer spending increased in August (+2.9% yoy; +3.1% n
海外研报
2024年10月22日
GS--US Week Ahead: October 21 - October 27
Monday, October 21There are no major economic data releases scheduled.
海外研报
2024年10月22日
BofA--A look at cost ramp and opportunity
Overview of Project Kuiper, investors eye NT spend
海外研报
2024年10月23日
BofA_Liquid Insight USD- “October surprise” isn’t just political_20241022
Fundamentals driving USD USD’s move in October has been justified by relative fundamentals and G10 central bank
海外研报
2024年10月23日
BofA_Meta Platforms Inc_20241022
Expect modest beat; cost focus can drive EPS upside
海外研报
2024年10月23日
EM EMEA Weekly--Growth rotation, delayed disinflation and geopolitics
Macro focus: Several trends are gaining traction across EM EMEA. 1) On real GDP
海外研报
2024年10月23日
GS--Fiserv Inc. (FI): First Take: 3Q24 Bottom line beat, driven by strong margin expansion
Bottom line: Fiserv delivered a Q3 beat, driven by higher than expected margins,
海外研报
2024年10月23日
