海外研报

GS--China+ Conference 2024: AI panel: From Infrastructure to Application;

We hosted China Tech and AI: From Infrastructure to Application Panel on Sep11th at our China+ Conference 2024. Speakers include Chairman of Kunlun Tech

Capital Markets Strategy

"What, then, consoles usin this human society full of calamities,out the unfeigned faith and mutual loveof true and good friends?"

BJ--S&P 500 Futures Intraday Roll Cost Monitor

Intraday on Sep 10, the S&P 500 e-mini futures roll traded 70bps (VWAP) to Fed Funds using bottom-up divsThe volume weighted roll cost for the quarter is 73bps rich

BofA_Liquid Insight AUD and iron ore_20240910

Iron ore remains a large share of Australia's exports but prices have a tenuous historical relationship with AUD FX.

BofA_Liquid Insight AUD and iron ore

Iron ore remains a large share of Australia's exports but prices have a tenuous historical relationship with AUD FX.

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

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

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

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.

BARCLAYS--One Step Back, One Step Forward

Discretionary funds are re-grossing; systematic funds rebuiltsome equity exposure after the August selloff but now face