海外研报

DB--Airbnb: Takeaways from Call with AirDNA

Yesterday, we hosted an expert call with Jamie Lane, Vice President of Research at

Thematic Research--Next week...this week

Key data releases for next week feature US retail sales as well as inflation in the UK

Commodities Weekly--Oil markets remain on tenterhooks with uncertainties abound

Global commodities: Seldom has the degree of uncertainties surrounding the oil

GS--Possible implications of reported Rmb 1tn capital injection; PAB down to Neutral

. Possible use cases for a potential 1tn capital top up: As we believe the banks

GS--BP Plc (BP.L): Data Update: Adjusting our estimates ahead of 3Q24 results

We make adjustments to our 3Q24 estimates (release due on October 29) to reflect

UBS--Locking in attractive bond yields

CIO view: Yield curves are almost flat, offering attractive yields in 1-10y tenors. Rate cuts are

BofA_US Rental Car Industry Rental Car 3Q Preview- Tapping on the brakes

3Q:24 earnings preview for US Rental Car sector

BofA_US Economic Weekly The economics of hurricanes_20241011

Weekly viewpoint: The economics of hurricanesHurricanes Helene and Milton have sparked several investor questions in recent weeks.

BofA_Uber Twenty-minute Robotaxi event concludes six months of Uber event worry_20241011

Tesla’s “We, Robot” envisions autonomous futureTesla hosted its Robotaxi event “We, Robot” in Los Angeles. Key announcements for

BofA_Tesla Motors We, Robot- Good event - maybe We, raise low cost capital now_20241011

Robotaxi event lives up to the hype; Reiterate Buy