海外研报

Japan: BoJ’s rate hike temporarily suspended

BoJ officials have repeatedly stated that if the outlook for the economy and prices is to be realised, they will adjust the degree of monetary

BofA_Systematic Flows Monitor Long bonds & Gold along with short USD & commods driving

CTA equity longs are higher but still with room to addSince we noted four weeks ago that differences in long- and short-term trend signals

BofA_A Week Ahead Companies reporting – 23rd September to 27th September_20240919

under the FINRA rules.Refer to "Other Important Disclosures" for information on certain BofA Securities entities that take

BofA_A SmallCap Week Ahead Companies reporting – 23rd September to 27th September_20240919

>> Employed by a non-US affiliate of BofAS and is not registered/qualified as a research analyst under the FINRA rules.

GS--How Global Economic News Affects AEJ Financial Markets

The release of information about activity, inflation, or other aspects of an economycan have a substantial impact on financial markets. In this piece, we crunch through

GS--Shorter iPhone 16 series lead times v. iPhone 15; Continued longer fulfillment for

Delivery lead times for iPhone 16 are shorter than iPhone 15.Although shorter lead times could imply weaker demand trends,

FX Daily Snapshot Europe Weekly Focus

The UK data flow has been broadly favourable for the BoE since the first cut in August but policymakers are divided around underlying inflation

GS--End of Week Market Intelligence: rate relief...

US stocks are trading lower Friday but still on pace for a 1%+ gain for the week (forthe S&P 500 as of Friday at 12:30PM) as investors have been leaning into risk assets

GS--MSCI EM rose 2% wow amid Fed easing rates

Performance: MSCI EM index was 2.4% higher w/w(while DM gained 1.6% wow) on the back of rate cuts in

GS--Key Takeaways from NDR with Management (CEO, CFO, & IR)

We recently hosted investor meetings with Electronic Arts (EA,Neutral-rated) in Boston with CEO Andrew Wilson, CFO Stuart