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Emerging Market Weekly Pulse
The week started with pressure on EMs after the assassination attempt on former US President Donald Trump. Meanwhile, though Fed Chair Jerome
海外研报
2024年07月19日
India budget, Korea GDP and 20-day exports, and MAS meeting
Scheduled key data releases for the coming week in Asia ex-Japan include the UnionBudget in India, Q2 GDP and July 20-day export data in Korea, industrial production
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2024年07月20日
Reiterate Rating: BUY | PO: 740.00 USD | Price: 643.04 USD
2Q: Healthy subscriber growth with 8.1mn net addsNetflix reported strong 2Q results including net adds of 8.1mn (vs. guidance of down
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2024年07月20日
Transforming World – Q3 2024 Thematic Primer Picks & Stocklist (GWIM)
Transforming World: Quarterly Update of Stocks We highlight in this report our quarterly update of Thematic primer picks that are on BofA Global Research’s regional Q3 2024 best ideas lists, new thematic company
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2024年07月22日
Liquid Insight Dutch pension funds, in 10 questions
Key takeaways• Dutch pension funds are key actors in the long-end of the EUR swaps curve, but they are also active across asset classes.
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2024年07月23日
New Monetary Framework: more hawkish than you think
The ECB’s new monetary framework is set to take effect on18 September, and yet nothing will really change. The only effective
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2024年07月23日
Authorities Reach Agreement on External Debt Restructuring with Bondholders
Bottom line: Ukraine reached agreement with an ad hoc creditor committeerepresenting holdings of around 25% of Ukrainian bondholders on restructuring
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2024年07月23日
European Morning Research Summary
This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
海外研报
2024年07月24日
BofA Securities Equity Client Flow Trends Big week of equity selling
Biggest net sales since Nov. 2020: Last week, during which the S&P 500 was -2.0%, BofA Securities clients were largest net sellers of US equities (-$7.0B) since 2015. Sales were driven by single stocks, while ETFs saw muted inflows.
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2024年07月24日
Alphabet Inc. (GOOGL): Q2’24 Earnings First Take
We expect the market to have a muted reaction to Alphabet’s Q2’24 earnings reportupon our first read/analysis of the results. In terms of upside, we would point to
海外研报
2024年07月25日
