海外研报
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BofA_Global Economic Weekly The Powell put comes too early_20240920
Global Letter: The Powell put comes too earlyWith US growth somewhat above potential, a strong consumer, the stock market at
海外研报
2024年09月21日
BofA_FedEx Corp_20240920
Miss on mix pressure, savings fall short, sees big 2H rampFedEx’s shares are bid down 11% or $33 in after hours trading as results missed targets
海外研报
2024年09月21日
BofA_Fed goes 50 – implications for SMID caps_20240919
The Fed cut 50bp yesterday. While our economists’ read on the press conference tone and dot plot were hawkish, they now pencil in another 75bp of cuts in 4Q and 125bp in
海外研报
2024年09月21日
BofA - Who Makes the Data Center - primer picks
Alongside our Who Makes the Data Center report......we identify vendors who should stand to benefit. This cross-sector report captures
海外研报
2024年09月21日
GS--Acknowledge Strong YTD Performance, but Continue to See Opportunities - Highlighting KMI
Following strong performance for the North American Midstream Energysector so far this year, we discuss key drivers for the group going into 2H24+ -
海外研报
2024年09月20日
GD--THE (FAKE) CYCLE HAS ENDED – CRUNCH TIME!
Investors have made a habit of misreading the post-COVID (fake) business cycle. While the threat of a genuine downturn has increased, the bears could again be underestimating the
海外研报
2024年09月20日
Utilities_ REStart_ An alternative returns framework to enhance renewables valuations
Following a period of elevated investor scepticism over the ability of managements to profitably allocate capital to, andextract value from, renewable investments, in this report we reconsider the ways in which renewable energy developers
海外研报
2024年09月20日
BofA_US Watch September FOMC meeting- A hawkish 50_20240918
A hawkish 50The Fed attempted to sell its 50bp rate cut today as a “recalibration” of policy rates,
海外研报
2024年09月20日
PM_US18Sep24
duce the funds rate by 25bp today, followed by 50bp easings at the November and December meetings, as
海外研报
2024年09月19日
JPM_International Market Intell Morning Briefing_20240918
OVERNIGHT BRIEFEU/US trade: European Equities advanced after US retail sales (SXXP 0.4%, $X5E 0.7%) withCyclicals beating Defensives (0.8%, 1.1z). There was an element of short covering in the tapewith Most Short (2.3%, 2z) higher since the morning
海外研报
2024年09月19日
