海外研报

Equity StrategyQ2 Eamings Season Tracker - Key Takeaways

The Q2 eamings season is in its final stages, wih 85-90%$ ofcompanies havingreporled in the UiS and in Europe. in this last edition of our Q2 tracker, wesumnarize the key takeaways.

Europe Weekly Kickstart Summer data-only update

Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures,

Overview – Retail Trading

For the latest data, including intraday updates, visit Investable AI/Data Analytics.

GD--NAVIGATING THE US SOFT PATCH

A deepening US soft patch and tech spillover weigh on EM risk sentiment◼ Local debt will fare well provided the dollar remains relatively benign

BofA_US Equity Futures Watch_S&P 500 Futures01

Intraday on Sep 11, the S&P 500 e-mini futures roll traded 70bps (VWAP) to Fed Funds using bottom-up divsThe volume weighted roll cost for the quarter is 72bps rich