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BofA_T-Mobile US_20240920

Guiding to sector leading growth; PO to $220T-Mobile’s (TMUS) capital markets day (CMD) focused on its growth plans through
海外研报

GS--AEJ Week Ahead: Korea 20-day exports, Taiwan IP,

Scheduled key data releases for the coming week in Asia ex-Japan includeSeptember 20-day exports in Korea, August industrial production in Taiwan, and
海外研报

GD--BOJ PAUSES FOR THOUGHT BEFORE THE NEXT HIKE

Same playbook, no surprises. The overnight call rate was maintained at 0.25% today and the BoJ still sees the
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GS--GOAL: Asset Allocation From rates to growth - Neutral 3m and looking to re-risk

Growth, inflation and policy can disconnect along the business cycleAverage expanding z-score of macro and market variables across growth, inflation, and policy
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BofA_The RIC Report Between a stock and a hard place_20240917

The teetering tactical case for stocksUntil the data improve or the Fed panics, we are tactically more cautious. Move up in
海外研报

BofA_Global Economic Weekly The Powell put comes too early_20240920

Global Letter: The Powell put comes too earlyWith US growth somewhat above potential, a strong consumer, the stock market at
海外研报

BofA_FedEx Corp_20240920

Miss on mix pressure, savings fall short, sees big 2H rampFedEx’s shares are bid down 11% or $33 in after hours trading as results missed targets
海外研报

BofA_Fed goes 50 – implications for SMID caps_20240919

The Fed cut 50bp yesterday. While our economists’ read on the press conference tone and dot plot were hawkish, they now pencil in another 75bp of cuts in 4Q and 125bp in
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BofA - Who Makes the Data Center - primer picks

Alongside our Who Makes the Data Center report......we identify vendors who should stand to benefit. This cross-sector report captures
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GS--BoE Holds Policy Rate at 5.00% on 8-1 Vote; Notes “Gradual Approach” Remains Appropriate

BOTTOM LINE: The BoE voted by a majority of 8-1 to keep Bank Rate unchanged at5.00% at the September MPC meeting, with Dhingra dissenting in favour of a 25bp
海外研报