海外研报
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BofA_Global Earnings Revision Ratio Cautionary tone_20240930
Global Earnings Revision Ratio retreated in September
海外研报
2024年10月02日
BofA_China Watch Sep PMI shows manufacturing improving while services slowing_20240930
Mfg. PMI improved sequentially; services PMI dropped
海外研报
2024年10月02日
BofA_China- An Equity Strategist’s Diary_20240930
Weekly index performanceHSCEI +14.4%/CSI 300 +15.7%: Chinese markets had the largest gain in a single
海外研报
2024年10月02日
Barclays - Tesla - Robotaxi Day Preview – furthering the AV narrative,
Key takes: 1. Event critical in outlining plan for next phase of
海外研报
2024年10月02日
Asia FX Talk - Sharp moves in JPY and CNH
Market HighlightsRisk assets and industrial metal prices rose while the Dollar and US rates fell, as markets
海外研报
2024年10月02日
GS--earnings revision post CMD
Strong life premium increase ahead of guarantee reduction in China
海外研报
2024年10月02日
GS--USA_ Powell Notes Need to Recalibrate Monetary Policy Stance “Over Time,”
BOTTOM LINE: Fed Chair Jerome Powell noted that the FOMC does not feel “like
海外研报
2024年10月02日
US_Pulse_Fed_more_wary_of_labour_market_weakness
Most Fed officials have pivoted toward supporting the full employment
海外研报
2024年10月02日
UBS - What we've seen in Derivs
After a relatively uneventful ist half of the yr, it's been quite the exciting Q3 as the S&P is poised
海外研报
2024年10月02日
