海外研报

BofA_Europe Economic Weekly Vamos_20241011

Weekly view: suspense, suspense

BofA_Automotive Industry Weekly automotive pit stop_20241011

Valuation update – Pages 9-13We believe the accompanying valuation framework is one of the most important

BofA_Airbnb AirDNA September Update; modest changes to full quarter estimates_20241011

Sep data indicates 15% Airbnb nights growthAirDNA estimates Airbnb’s nights booked (based on date of booking) were up 15% y/y in

Barclays_September CPI- Limited relief even as shelter inflation retreats_20241010

Core CPI surprised to the upside, rising 0.31% m/m (3.3% y/y),

Barclays_Equity Strategy Market Review_20241011

Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies

Asia_Portfolio_Flows_Emerging_Markets_Asia_September_2024

Emerging Markets Asia: September 2024

Asia_Macro_Weekly_India_s_growth_hopes_and_facts

India’s growth: hopes and facts • We assess from the lens of high frequency data the likelihood

GS--US Online Gaming: Key Takeaways from G2E 2024

We recently attended the 2024 G2E (Global Gaming Expo) in Las Vegas from

GS--What’s Powering Your Services Recap - 10/11/24

This week in Business & Information Services, we launched the Business Services

Has the NDRC shut the door on additional fiscal stimulus?

Disappointing NDRC session. The National Development and Reform Commission (NDRC)