海外研报
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GS--Declines in offline narrowed; Online growth largely maintained
1. Offline baby formula market fell by 8.6% yoy in Jul-Aug 2024, showing
海外研报
2024年10月15日
GS-- costs edging down for beverage, dairy and pet food
In the monthly tracker, we track 40+ raw material price trends (including agriculture
海外研报
2024年10月15日
BofA_Trading Catalysts ‘No landing’ is also bullish_20241014
Economics: Spending spree to end the summer
海外研报
2024年10月15日
BofA_High Frequency Monitor Two-year rally_20241014
Global equity market rally celebrates a second birthday
海外研报
2024年10月15日
BofA_Earnings Tracker Week 1- Early signs of easing cycle working through_20241014
A strong 5% beat in the early days Following a light Week 1 of earnings, 30 S&P 500 companies have reported so far. While
海外研报
2024年10月15日
BofA GPS: Global Proprietary Signals Fuel in the tank
Hanging in thereThe Global Proprietary Signals-led view on the world economy remains largely unchanged. A healthy breadth of
海外研报
2024年10月15日
Global Rates Weekly Anything's pause-able
Rates: Unlikely, but pause-ableUS: Still like dip buying at belly of curve; upside rate risk is there, but has limits.
海外研报
2024年10月15日
Global Rates Weekly Miles to go
In the US, incoming data point to a resilient economy, even if
海外研报
2024年10月15日
GS--Downgrading to Sell; muted growth should continue for the next few quarters
We downgrade AZO to Sell from Buy as we reposition our stock
海外研报
2024年10月15日
