海外研报
  1. 首页
  2. 海内外研报
  3. 海外研报

筛选

研报种类:

列表

BMO--Effectively Executing as Ad Monetization Thesis Remains Intact

We reiterate Outperform and raise our target price to $825 from $770 on the
海外研报

BofA_Asia Economic Weekly Korea-US trade- Can the record high exports be sustained_20241018

It has been another eventful week in Asia. In China, both the Ministry of Finance and the
海外研报

GD--EARNINGS TRENDS IMPROVING DESPITE SOFTER MACRO DATA

Macro Drivers: The Sahm rule has been triggered, the Perkins rule has not◼ Multi Asset: Investors have added to Nasdaq, UST 30y and Gold longs
海外研报

Start Small or Begin Big?

attempted to look past recession fears, while the European Central Bank cut rates by25bps in its September meeting. The ECB in particular left its policy guidance for rate
海外研报

Barclays--Americas Morning Research Summary_20240913

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

BofA_Macro Risk Digest So it begins_20240913

We estimate corporates in Europe and Asia collectively held around $1trn of FX deposits in 1Q 2024. An unwind could amplify USD depreciation, although more likely over the
海外研报

BofA--US Equity Futures Watch - S&P 500 Futures Intraday Roll Cost Monitor_20240912

Trading ideas and investment strategies discussed herein may give rise to significant risk and are not suitable for all investors.
海外研报

FOM--to_cut_by_25bp_and_by_200bp_over_the_cycle_1

We expect the Federal Open Market Committee (FOMC) to start its easing cycle with a 25bp cut at its policy meeting next week. All up we expect
海外研报

MS-- Global Macro Commentary

ECB cuts by 25bp; sell-off in European duration; USTs marginally cheapen; BoJ's Tamura says BoJ policy rate should be at least
海外研报

India Economic Update

The abrupt widening of the goods trade deficit in August might have been due to a sudden gold rush and other seasonal factors, but the underlying
海外研报