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

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

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

UBS--中国股票