海外研报
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Authorities Reach Agreement on External Debt Restructuring with Bondholders
Bottom line: Ukraine reached agreement with an ad hoc creditor committeerepresenting holdings of around 25% of Ukrainian bondholders on restructuring
海外研报
2024年07月23日
New Monetary Framework: more hawkish than you think
The ECB’s new monetary framework is set to take effect on18 September, and yet nothing will really change. The only effective
海外研报
2024年07月23日
BIDEN RESIGNS AND HARRIS FEELS THE HEAT (OF HISTORY)
President Biden’s departure from the presidential race did not coronate his VP, Kamala Harris, as successorcandidate for president. If he had instead resigned from office, he would have cemented her candidacy and given
海外研报
2024年07月23日
Endorses Vice President Harris; Democrats’ Odds of Winning the White House Edge Up Slightly
BOTTOM LINE: President Joe Biden exited the 2024 presidential race today (July21) and endorsed Vice President Kamala Harris. Harris’ prediction market-implied
海外研报
2024年07月23日
Liquid Insight Dutch pension funds, in 10 questions
Key takeaways• Dutch pension funds are key actors in the long-end of the EUR swaps curve, but they are also active across asset classes.
海外研报
2024年07月23日
The Impact of Trade Policy Uncertainty on UK Equity
The US presidential election is re-shaping the Europeanequity market. While markets have just started to fadeEuropean political risk,
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2024年07月22日
Strong Quarter Highlights Future Growth Trajectory
Summary: While 2Q op EPS of $1.69 missed the Street's $1.71 estimate and our $1.76, PPNRbeat on accelerating growth, with all of the miss from higher provision due to outsized loan
海外研报
2024年07月22日
Shifting narrative and market implications
We hosted the fifh installment ofthe Strategic Research 2024 US Election Watchseries on July 17, featuring IP, Morgan researchers who discussed the keytakeaways, firom meetings duringour recent trip to Washington, D,C, The meetingsin
海外研报
2024年07月22日
Healthcare Pulse: Shifts Now Afoot... Investor sentiment
The title of our last weekly, “Strap-In” was a grossunderstatement for the epic momentum reversal thatensued this week
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2024年07月22日
Transforming World – Q3 2024 Thematic Primer Picks & Stocklist (GWIM)
Transforming World: Quarterly Update of Stocks We highlight in this report our quarterly update of Thematic primer picks that are on BofA Global Research’s regional Q3 2024 best ideas lists, new thematic company
海外研报
2024年07月22日
