海外研报
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nterest Rate Cuts; Analysis Shows Transports Fare Well
Bottom Line: As the probability that a rate cut comes more into view at theSeptember Fed meeting, we wanted to refresh our analysis on share price
海外研报
2024年09月05日
How do Asian equities trade the start of a Fed cutting cycle?
Post-Fed cut performance hinges on the growth backdrop: While performancefollowing the first Fed cut has varied widely, the MXAPJ median performance has
海外研报
2024年09月05日
Capital at risk: nature through an investment lens
As natural resources come under growing strain, we see new risks and opportunities emerging for investors. An
海外研报
2024年09月05日
Global Equity Volatility Insights Return of Fed put adds to risk of fragility
The time has come… to dust off the fragility playbookAt Jackson Hole, Powell spoke of contained inflation, lower rates ahead, and a revived
海外研报
2024年09月05日
BofA Securities Equity Client Flow Trends Near-record week of equity outflows
Biggest net sales since Nov. 2020• Biggest net sales since Nov. 2020: In the final week of August (ahead of a
海外研报
2024年09月05日
China Software: 2H24 improving profitability with disciplined expenses; iFlytek, ZWSOFT,
2H24 improving profitability on cost control: We review 2Q24 results of iFlytek,ZWSOFT, and Sangfor; among our China Software coverage, we see revenue growth
海外研报
2024年09月05日
The Global Point Wednesday, 04 September 2024
Global Multi-Asset - Industrial Technology & Mobility: How disruptive forces are driving the M&A landscape in Industrials; Focus on Germany
海外研报
2024年09月05日
Dollar Tree Stores Inc. (DLTR): First Take: 2Q miss; FY guidance lowered
DLTR reported 2Q adj EPS of $0.67, below the GS estimate of $1.07 and consensus(Refinitiv) of $1.04. Consolidated SSS of +0.7% was below GS/consensus at
海外研报
2024年09月05日
Q1 2024 ETP flows round up
At the global level, equity ETPs led the way in Q1 ($255B), alongside inflows into fixed income ($80B) and continued selling of commodities (-$6.7B). This compares with the $274B added to equities, $95.6B into
海外研报
2024年09月05日
Obesity/Diabetes thoughts into EASD and through the end of 2024
For Roche, we see negative risk/ reward into the EASD presentations with nthe stock already reflecting a largely best case scenario given the stage of
海外研报
2024年09月05日
