海外研报

BofA_Trading Catalysts ‘No landing’ is also bullish_20241014

Economics: Spending spree to end the summer

GS--Declines in offline narrowed; Online growth largely maintained

1. Offline baby formula market fell by 8.6% yoy in Jul-Aug 2024, showing

GS--China: Trade growth surprised to the downside in September

China’s trade growth was weaker than expected in September (export: +2.4% yoy,

Daily and weekly indicators for the US economy

Unless otherwise noted, information included herein is presented as of the dates indicated. Apollo Global

GS-Global Strategy Views Diversify to Amplify

We are entering a more benign part of the cycle with a continuation of economic n

GS--Global Weekly Kickstart Global equities up 0.6%, China underperforms

Global equities gained 0.6% last week (Exhibit 1), China

GS--From rates to growth - pro-risk with hedges into year-end

After the summer ‘risk off’, risky assets quickly recovered due to a dovish Fed n

GS--The Productivity Outlook: Back to the Future (Abecasis)

Labor productivity growth slowed meaningfully last cycle, from a long-term n

GS--PR, DVN, EQT; Sells: APA, CRK

We believe that in the near term, the increased uncertainty around commodity price