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DB_September FOMC preview- How deep is your dove_20240918

We expect the Fed to cut rates by 25bps at the September FOMC meeting. There are strong arguments for and against this action. While there is a

海外研报 2024年09月19日

BofA_LatAm Oil & Gas

Revising E&P estimates following cut to oil price forecastFollowing BofA’s Global team cut to oil prices, we are updating our oil producer models

海外研报 2024年09月19日

BofA Monthly HF Update August 2024

Equity L/S leads: YTD, Equity L/S leads at 10.7%, followed by Relative Value at 8.8%, then Multi-Strategy at 7.6%.1Most HF strategies generated

海外研报 2024年09月19日

BofA - Savita Subramanian - Quantitative Profiles Factors for the first Fed cut_20240916

Cut beneficiaries include Quality, Momentum, Cash returnOur economists expect the Fed to commence rate cuts at the Fed meeting this

海外研报 2024年09月19日

And what do we expect?

y boss Uli already wrote enough yesterday about why a 50 basis point interest rate cut,if it were to come from the Fed tonight, would be negative for the dollar: that the Fed's

海外研报 2024年09月19日

GD--PATH FOR BOE EASING CYCLE IS CLEARING

No surprises from the latest UK CPI report, which showed annual headline inflation at 2.2% and non-core CPI indeflation (-2.5%) for the fifth consecutive month in August. Services inflation picked up (5.6% vs 5.2% YoY in July)

海外研报 2024年09月19日

GS--MercadoLibre Inc. (MELI): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: We highlight a few takeaways from our conversation: 1) growthremains a key priority for the company, as MELI is focused on not missing key

海外研报 2024年09月17日

GS--Lyft Inc. (LYFT): Communacopia + Technology Conference 2024 02

Bottom line: We highlight a few key takeaways from our conversation: 1) Seeopportunity to drive further adoption & frequency through product & operational

海外研报 2024年09月17日