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BofA - Savita Subramanian - Quantitative Profiles Factors for the first Fed cut_20240916
Cut beneficiaries include Quality, Momentum, Cash returnOur economists expect the Fed to commence rate cuts at the Fed meeting this
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2024年09月19日
BofA Monthly HF Update August 2024
Equity L/S leads: YTD, Equity L/S leads at 10.7%, followed by Relative Value at 8.8%, then Multi-Strategy at 7.6%.1Most HF strategies generated
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2024年09月19日
BofA_LatAm Oil & Gas
Revising E&P estimates following cut to oil price forecastFollowing BofA’s Global team cut to oil prices, we are updating our oil producer models
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2024年09月19日
DB_September FOMC preview- How deep is your dove_20240918
We expect the Fed to cut rates by 25bps at the September FOMC meeting. There are strong arguments for and against this action. While there is a
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2024年09月19日
Deutsche Bank - Central Bank Digital Currencies & Cash_A long, quiet river
***Following the release of our new Future of Money chartbook, Part 1 on cryptocurrencies and stablecoins, last week, today we publish Part 2 on
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2024年09月19日
Deutsche Bank Research - Amazon - Sep 17
Late last week, multiple news sources reported that President Biden intends to take executive action while waiting for Congress to pass a bill related to the de minimis
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2024年09月19日
DB--Dividend Hike and Buyback Plan Underscore Shareholder Commitment
increase in its quarterly dividend to $0.83/sh (from $0.75/sh) on Monday after the close, along with a new $60bn share repurchase authorization with no set
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2024年09月19日
GS--A transition period for reserving: Initiate on Munich Re (Buy
Reinsurers have seen strong 2023 returns continue into 2024The reinsurance subsector’s RoE has been below its cost of equity in four of the last
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2024年09月19日
GS--Cross-checking views on inventory levels across end markets
Inventory levels across the industrial value chain, and their impact on thecapital goods companies’ top lines, have been an ongoing topic of discussion
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2024年09月19日
GS--Global Markets Daily: What drove THB’s recent outperformance in EM FX an
The Thai Baht (THB) has been one of the best performing emerging market ncurrencies over the past three months. Beside the decline in the broad USD and
海外研报
2024年09月19日
