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BofA_Global Equity Volatility Insights Fall vol not over but AI still a right tail risk
More volatility to come, but AI remains a right-tail riskNotwithstanding Monday’s rally, equities (especially tech) seem to have had a tough start
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2024年09月12日
BS--Carrier promotions modestly better than last year
Incentives slightly better at more carriers for Pro modelsCarrier incentives allow iPhones to be more affordable as they: 1) bundle iPhone
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2024年09月12日
GS--Market cap almost equal to net cash
Market cap approaching net cash - BMW’s share price finisheddown >11% on the day (10th September) following the company’s
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2024年09月12日
BARCLAYS--Summary of FX Views for the Year Ahead
This is a Special Report that is not an equity or a debt research report under U.S. FINRA Rules2241-2242.
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2024年09月12日
BARCLAYS--One Step Back, One Step Forward
Discretionary funds are re-grossing; systematic funds rebuiltsome equity exposure after the August selloff but now face
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2024年09月12日
EF--August CPI preview: another benign report
Following a stronger-than-expected start to the year, inflation has shown notable improvement over the past few months. We expect that trend to
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2024年09月12日
GS--Argentina: Headline and Core Inflation Remained Sticky and Above 4% in August (Armella)
Bottom Line: Consumer prices rose 4.2% mom in August, above consensusexpectations for the first time since President Milei took office. The August print
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2024年09月12日
GS--Americas Banks: Regional: FITB and MTB provide mid-quarter guidance update
FITB: Mid-quarter update points to higher PPNR driven by better feesFITB provides mid-quarter update: After the close on Tuesday (9/10/24), FITB
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2024年09月12日
GS--Americas Banks: Key takeaways from Fed’s speech on the Basel III endgame
On 9/10/24, Vice Chair Michael Barr gave a speech previewing the regulators’Basel 3 Endgame (B3E) reproposal, including providing aggregate capital
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2024年09月12日
What's wrong with slow agony?
Yesterday saw ex-“whatever-it-takes” ECB president/Italian PM Mario Draghi deliver a shocking report on the EU’s future. As Draghi told a journalist in the Q&A held in a very large .
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2024年09月11日
