海外研报
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What do your semis neighbors own? June ’24 update
Semis rel. weighting falls again, now below 1.0xWe use BofA Equity Strategy data (see related report here) to examine breadth (what %
海外研报
2024年07月04日
When politics trump data
Market HighlightsMarkets seems to be increasingly pricing in the prospects of a Trump Presidency after
海外研报
2024年07月04日
Supply and Cash Flow Monitors
EUR22.5bn gross supply and EUR0.9bn net supply on the back of bigBTP redemptions and Bunds coupons. On offer new 10Y Bund, Green Bunds tap, LT OAT, SPGB (new 7Y) /
海外研报
2024年07月01日
CEE in focus: Limited spillovers from French elections so far
Weekly report highlighting our latest EM views, recent performance, currentvaluation, the latest model updates, and our forecasts across EM.Focus for the Week:
海外研报
2024年07月01日
