海外研报

BofA on USA Weekly spending update through Oct 19_20241024

• Total card spending per household (HH) was up 1.9% y/y in the week ending Oct 19,

Today’s tidbits: New Prime fuel savings and more details on low-cost storefront

Fueling up for more Prime benefitsAmazon Prime members can now save $0.10 per gallon at approx. 7,000 BP, Amoco, and

BofA_Liquid Insight US rates and election FAQ _20241024

Election now dominates US rate client Qs

BofA_Situation Room Weaker foreign demand for back-end bonds_20241023

The lack of demand for back-end bonds from foreign investors is one reason for the

UBS--Chinese government bonds002

Chinese government bonds (CGBs) have sold off recently, led by the long

Commodity_Tracker_unclear_road_ahead

Oil prices are volatile due to intensifying geopolitical tensions in the Middle East. Global oil supply remains stable, but the

Deutsche Bank Research - General Motors - Oct 23 Raining buybacks

The magnitude of GM’s stock price jump yesterday (+10% vs. S&P 500 flattish)

Deutsche Bank Research - Global Autos Daily - Oct 23

General Motors - 3Q24 Earnings First Take (Yu)

Deutsche Bank Research - US Internet - Oct 24-3 Mixed Data and AV Debate Dominate Discussions

Uber and Lyft are expected to report 3Q earnings on 10/31 (before market open) and

GS--The China Growth Trade—What’s Priced and What’s Ahead (Chang)

Markets have priced a significant upgrade to China growth in recent weeks after n