海外研报

GS--China_ Fiscal challenges intensified in August

China’s fiscal data showed broad-based weakness in August, despite fastergovernment bond net issuance. On-budget fiscal revenue growth fell modestly,

GS--1H24 wrap-up, summer summary and Golden Week preview: strong traffic and weak

Chinese airlines have experienced a strong volume growth while a more normalizingairfare this year. For domestic market, we forecast the domestic passenger traffic to

Central_Bank_Weekly__20th_September_202401

RBA ANNOUNCEMENT (TUE): The RBA is likely to keep the Cash Rate Target unchanged at 4.35% at its meeting next week with all 45

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,