海外研报
筛选
Breaking up
EUA prices are stuck at €65–75/t and are unlikely to shift far out of that range in the coming week. The call option open interest (OI) stack still to be more highly hedged
海外研报
2024年07月18日
Global Fixed Income Markets Weekly
• Summary performance statistics for trades closed in 2022-2024• Covering Europe, UK, Scandinavia, Japan and Australia/New Zealand trades
海外研报
2024年07月19日
Global Fixed Income Technical Update
The 5s/30s curve extends the breakout steepening to the 29.5bp Jan 78.6% retrace and 30bp Apr-Jun range measured move objective. Multi-year base
海外研报
2024年07月19日
Americas Energy: Oil: Majors & Refiners: Refreshing Select Estimates (VLO, MEG.TO)
We update forecasts for MEG.TO and VLO to reflect recent commodity prices forCanada oil and refining indicator margins for Valero. Our price target is unchanged for
海外研报
2024年07月19日
F3Q24 preview: Apple Intelligence and the iPhone replacement cycle
We expect AAPL to deliver an EPS beat in F3Q24E with $85.1 bnof revenue (+4% yoy) and EPS of $1.36 (v. FactSet consensus$1.33).
海外研报
2024年07月19日
The rotation has yet to reach CCCs
Cuts are unlikely to flatten IG curvesn USD IG spread curves have remained remarkably stable this year.n A transitory downstream flow effect of Fed cuts on front-end spreads is possible
海外研报
2024年07月19日
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
海外研报
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
海外研报
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
海外研报
2024年07月22日
