海外研报

GS--Argentina: Headline and Core Inflation Remained Sticky and Above 4% in August (Armella)

Bottom Line: Consumer prices rose 4.2% mom in August, above consensusexpectations for the first time since President Milei took office. The August print

EF--August CPI preview: another benign report

Following a stronger-than-expected start to the year, inflation has shown notable improvement over the past few months. We expect that trend to

BARCLAYS--One Step Back, One Step Forward

Discretionary funds are re-grossing; systematic funds rebuiltsome equity exposure after the August selloff but now face

BARCLAYS--Summary of FX Views for the Year Ahead

This is a Special Report that is not an equity or a debt research report under U.S. FINRA Rules2241-2242.

GS--Market cap almost equal to net cash

Market cap approaching net cash - BMW’s share price finisheddown >11% on the day (10th September) following the company’s

BS--Carrier promotions modestly better than last year

Incentives slightly better at more carriers for Pro modelsCarrier incentives allow iPhones to be more affordable as they: 1) bundle iPhone

BofA_Global Equity Volatility Insights Fall vol not over but AI still a right tail risk

More volatility to come, but AI remains a right-tail riskNotwithstanding Monday’s rally, equities (especially tech) seem to have had a tough start

BofA_Liquid Insight AUD and iron ore

Iron ore remains a large share of Australia's exports but prices have a tenuous historical relationship with AUD FX.

BofA_Liquid Insight AUD and iron ore_20240910

Iron ore remains a large share of Australia's exports but prices have a tenuous historical relationship with AUD FX.

Capital Markets Strategy

"What, then, consoles usin this human society full of calamities,out the unfeigned faith and mutual loveof true and good friends?"