海外研报

BofA - Hartnett - The Flow Show Top of the World_20240927

Scores on the Doors: gold 28. %, crypto 2 %, stocks 1 .8%, HY bonds 8.5%, IG

BofA_Asia Economic Weekly Singapore – MAS Preview_

This week in focusIt has been an eventful week in the region, after China saw a slew of monetary and

BofA_Automotive Industry Weekly automotive pit stop_20240927

We believe the accompanying valuation framework is one of the most important

BofA_Europe Economic Weekly Back to the policy mix_20240927

Weekly view: All about the policy mix

BofA_Global Economic Weekly Is China turning the tide_20240927

Global Letter: Is China turning the tide?On Tuesday, the PBoC and other Chinese authorities jointly announced a package of

BofA_US Economic Weekly Rosy revisions deepen the labor conundrum_20240927

Weekly viewpoint: Rosy revisions deepen labor conundrumThe annual update of the National Economic Accounts showed upward revisions to GDP

China adds more

The recovery in oil prices has come to an abrupt end. If Iraq has finally cut its

China ramps up support

The main theme overnight was risk-on. All three major US stock

China_ The Politburo sent clear (and louder) easing signals

top leadership showed increased concerns on growth headwinds, pledged to launch

FX Weekly--JPY vol picks up but what’s changed?

FX View: Today saw a large 3.5-big figure drop in USD/JPY fuelled by the