海外研报

BofA_Global Energy Weekly US power prices ease as capacity soars_20241007

US power loads and generation are at all-time highs…

Barclays_Netflix, Inc_20241007

NFLX’s premium valuation is predicated on revenue growth

Asia FX Weekly - Mideast tensions and nonfarm payroll take centre stage

Market sentiment has quickly turned sour on Asian currencies amid rising

GS--Boeing Co. (BA): September aircraft order & delivery report01

Boeing reported 65 gross new aircraft orders, no outright cancellations, and (66)

Asia --FX Outlook Q4 2024 - Ride with the tide01

This year so far, we saw strong world trades and a resilient global economy. We expect the

A year on--Global Daily

srael today marks the first anniversary of the brutal attack by Hamas. Around 1,200 people

GS--Asia Credit Notes: Search For Carry In Banks and HY

With the 50bps Fed cut and China policy easing, the macro backdrop continues to

GD--CONSUMERS STILL LAG ON GETTING BACK INTO DEBT

Concern about the state of consumer balances on the debt side is misplaced. Usage of