海外研报

XCCY Weekly 2024-09-20

• A heavy week on the central bank front. The Fed delivered a hawkish 50bp cut, while the BoE and the BoJ left their

GD--COMMODITIES: IS THE AUTUMN RALLY ‘REAL’?

Shifting macro currents have lifted the mood for commodities, removing the excess pessimism that built over the summer and reviving hopes for a pickup in global demand.

BofA_Airbnb AirDNA September Update; modest changes to full quarter estimates_20241011

Sep data indicates 15% Airbnb nights growthAirDNA estimates Airbnb’s nights booked (based on date of booking) were up 15% y/y in