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BofA --Securities Equity Client Flow Trends

Single stocks > ETFs:Last week, during which the S&P 500 was -4.2% (worst week since Mar‘23), BofA Securities clients were net buyers of US equities
海外研报

BNP--INVESTORS SET TO INCREASE HEDGE FUND EQUITY BETS BY YEAR-END

Equity remains by far the most popular strategy, with 61% of investors planning to allocate to it in H2 2024. This is followed by
海外研报

GS--AT&T Inc. (T): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: We have three key takeaways: (1) Management continues to expect anormalization in the wireless industry, but has not seen this occur. The company
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GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index was flat today. Malaysia and Singapore markets outperformed,while Korea and Hong Kong markets underperformed. Within MXAPJ sectors, Cons
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GS--Trade growth peak; East Coast strike risk; Airline fares

Trade growth slowing, converging down to GDP growthWe flagged in our Jul-24 edition trade growth peaking in the
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GS-- 2024 spending intentions dip marginally, but Gen-AI sees budget allocation strengthen

Our survey of CIO spending intentions for 2H2024 shows a marginal dip fromthe January 2024 survey that had inflected positively from March 2023’s low
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GS--A structural growth business

We downgrade MS to Neutral from Buy, with a $105 price target, with 7%upside (vs. 12% for our coverage), and 11% total return, inclusive of a 4%
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GS-- Communacopia + Technology Conference 2024 — Key Takeaways

Company remains well positioned following GTM verticalization:Management discussed their initial success around the relatively recent GTM
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GD--GDP: SHIFTING GROWTH DRIVERS RAISE THE NEED FOR LOWER INTEREST RATES

fter all the economic volatility of the past several years, the annualized pace of real GDP growth since 2019 ends up the same as in the prior cycle (2007-19) – but with a very different
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MS--Morgan Stanley Global Macro Forum

= Analysts employed by non-U.S. affiliates are not registered withFINRA, may not be associated persons of the member and may not be
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