海外研报

BofA_Liquid Insight AUD and iron ore

Iron ore remains a large share of Australia's exports but prices have a tenuous historical relationship with AUD FX.

BofA_Liquid Insight AUD and iron ore_20240910

Iron ore remains a large share of Australia's exports but prices have a tenuous historical relationship with AUD FX.

Capital Markets Strategy

"What, then, consoles usin this human society full of calamities,out the unfeigned faith and mutual loveof true and good friends?"

GS--China+ Conference 2024: AI panel: From Infrastructure to Application;

We hosted China Tech and AI: From Infrastructure to Application Panel on Sep11th at our China+ Conference 2024. Speakers include Chairman of Kunlun Tech

Citi_The Global Point Wednesday, 11 September 2024

China Sportswear - Nike’s channel inventory “reset” in 4Q; D/g Topsports & Li Ning to Neutral; Maintain Neutral on Anta

GS--Addressing FAQs on a potential merger between UniCredit and Commerzbank

On 11 September, UniCredit announced that it has acquired a c.9% stake inCommerzbank and will submit regulatory filings for authorisation potentially to

GS--EASD Day 1 takeaways - long acting insulin

The key focus areas for day 1 of EASD were the (1) updated data for the weeklyinsulin therapies from Novo Nordisk and Eli Lilly (covered by Chris Shibutani), (2)

GS--Global Markets Daily: Q&A on the Dollar After the First Cut

Q: Does it matter how much the Fed cuts versus other G10 central banks ineach cycle?

GS--GS China+ Conference 2024 – Key Takeaways: Cyclical inflection in producers’ eyes,

We hosted a panel on producers’ feedback on China capacity (link). The feedbackreaffirmed our assessment of 1) industry supply response in the electric vehicle,

JPM--US MARKET INTELLIGENCE ELECTION UPDATE

WHAT HAS CHANGED: The key changes since our last publication was last night's debate, across-asset call with our Research teams, including Federal Government Relations, and the