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BofA_BofA on USA Summer doldrums

Earlier Labor Day = more spending in AugustTotal card spending per household (HH), as measured by BAC aggregated credit and
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Searching for the floor

Global commodities: The ructions in commodities continues. The broad commonality in the bearishness points by-and-large to China, and its malaise is
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electionwatch-12-september-2024-v7

With fewer than eight weeks remaining until Election Day, Vice President Kamala Harris and former President Donald Trump are locked in a very close race to the finish. They are laboring
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Intraday FX View FX & Precious Metals Trading | 12 September 202

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk and/or the author only. The publication cannot be considered as investment research or a research
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Precious Metals Trading Desk View

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk and/or the author only. The publication cannot be considered as investment research or a
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GS--Snowflake Inc. (SNOW): Communacopia + Technology Conference 2024 — Key Takeaways

New CEO, Dr. Sridhar Ramaswamy, continues executing against his visionfor the company: Snowflake discussed how the recently appointed CEO,
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Start Small or Begin Big?

attempted to look past recession fears, while the European Central Bank cut rates by25bps in its September meeting. The ECB in particular left its policy guidance for rate
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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.
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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
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FOM--to_cut_by_25bp_and_by_200bp_over_the_cycle_1

We expect the Federal Open Market Committee (FOMC) to start its easing cycle with a 25bp cut at its policy meeting next week. All up we expect
海外研报