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Americas Transportation: Eye on Freight: “Big Three” Ports Grow Above Seasonality

Imports were positive YoY in July, up 43%, after June’s strong 20% growth andMay’s -3% growth. July’s values of 1,016,497 TEUs was above prior implied values of
海外研报

Americas Transportation: Railroads: Weekly Rail Carload Snapshot — Week 33

Total traffic results for US Class I rails under coverage imply carload growthat +6.9% YoY in week 33, an acceleration versus +4.3% YoY in week 32.
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BofA Securities Equity Client Flow Trends Clients bought last week’s rally

2nd week of equity inflows: Last week, during which the S&P 500 rallied 3.9%, BofA Securities clients were net buyers of US equities (+$2.7B) for a second week
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Global Positioning in Stocks Trendy Industrials

Industrials are the flavour of the monthAs global equities rallied 1.5% in July, long-only funds globally increased active equity
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Interest Rates Trade Idea-Close: long TIPS 5Y breakevens

On 20 June, we recommended being long TIPS 5Y breakevens (BEs), as theylooked cheap to oil prices and nominal Treasury yield. At around 2.21% on
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Coal Tracker: Natural gas-driven coal rally has overshot fundamentals

In the past three weeks, the physical API2 price rallied to 123 USD/t, 21% upfrom its July 2024 low, while the Newcastle coal price rallied by 9% to 145
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Eye on Freight: Thinking Through A Potential Class 1 Rail Strike in Canada

Bottom line: As soon as August 22nd (00:01), the Canadian class 1 rail union laborforce could go on strike given the lack of a labor deal amid ongoing union labor
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Global Markets Daily: China Oil Demand: A Tale of Micro and Macro Softness (Grigsby/Struyven)

We dig deeper into the recent weakness in China oil demand and its implicationsfor the Chinese economy and oil prices by analyzing China micro and macro
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Global: GS Economic Indicators Update: European CAIs Signal UK Outperformance

Please find an update of our proprietary global economic indicators below. The databehind these exhibits can be downloaded here.
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Global Equity Monitor

This monitor uses five charts from the Guide to the Markets to analyse the state of the global equity market and assess where opportunities, and risks, may lie.
海外研报