海外研报
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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
海外研报
2024年09月23日
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
海外研报
2024年09月23日
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
海外研报
2024年09月23日
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.
海外研报
2024年09月23日
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
海外研报
2024年09月23日
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,
海外研报
2024年09月23日
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
海外研报
2024年09月22日
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
海外研报
2024年09月22日
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
海外研报
2024年09月22日
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
海外研报
2024年09月22日