海外研报

UBS--Locking in attractive bond yields003

Locking in attractive bond yields

BofA_Trading Catalysts ‘No landing’ is also bullish_20241014

Economics: Spending spree to end the summer

BofA_High Frequency Monitor Two-year rally_20241014

Global equity market rally celebrates a second birthday

BofA_Earnings Tracker Week 1- Early signs of easing cycle working through_20241014

A strong 5% beat in the early days Following a light Week 1 of earnings, 30 S&P 500 companies have reported so far. While

BofA GPS: Global Proprietary Signals Fuel in the tank

Hanging in thereThe Global Proprietary Signals-led view on the world economy remains largely unchanged. A healthy breadth of

Global Rates Weekly Anything's pause-able

Rates: Unlikely, but pause-ableUS: Still like dip buying at belly of curve; upside rate risk is there, but has limits.

Global Rates Weekly Miles to go

In the US, incoming data point to a resilient economy, even if

GS--Downgrading to Sell; muted growth should continue for the next few quarters

We downgrade AZO to Sell from Buy as we reposition our stock

Australian Morning Focus

This is not personal advice. It does not consider your financial situation or goals.

GS--reinstate VYX at Neutral

While the average payments company in our coverage was up 9% in 3Q, ourinvestor