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GS--Positioning for a cutting cycle in EM equities? Focus on ‘late-cutters’,

Fed cuts to start, EM cutting cycles to broaden outEM equities have recovered through a volatile summer end, on increasing
海外研报

GS--China: Soft money and credit data in August

August total social financing (TSF) flows, new RMB loans, and money supply growthremained soft, largely in line with market expectations. August money and credit
海外研报

BofA--US Equity Futures Watch - S&P 500 Futures Intraday Roll Cost Monitor_20240912

Trading ideas and investment strategies discussed herein may give rise to significant risk and are not suitable for all investors.
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BofA--Stock Flash Bullish AVGO, LOW, PLTR and ROST. Bearish FERG and SCHW_20240912

Broadcom (AVGO): Bullish triangle breakout watchAVGO is a semiconductor devices stock that is on bullish triangle breakout watch. A
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BofA_Macro Risk Digest So it begins_20240913

We estimate corporates in Europe and Asia collectively held around $1trn of FX deposits in 1Q 2024. An unwind could amplify USD depreciation, although more likely over the
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BofA--Global FX Weekly Powell s victory lap- Draghi s frustration_20240913

G10. US soft landing and Fed still main market drivers. Draghi shows the way in Europe. EM. More conservative Fed pricing to weight on EM FX.
海外研报

BofA--Automotive Industry Weekly automotive pit stop_20240913

Recent US industry reports and data points – Pages 2-8 • Total recall 2Q:24 – Core strength drives OEMs; Supplier outlooks disappointing•
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BofA - Hartnett - The Flow Show 3B Bulls_20240912

Scores on the Doors: gold 21.6%, stocks 13.6%, crypto 9.1%, HY bonds 6.9%, IG bonds 4.8%, cash 3.7%, govt bonds 2.2%, US dollar 0.3%, commodities -2.0%, oil -6.1% YTD.
海外研报

Barclays--European Morning Research Summary_20240913

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
海外研报

Barclays--Americas Morning Research Summary_20240913

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
海外研报