海外研报

BofA_Earnings Tracker Week 1- Early signs of easing cycle working through_20241014

A strong 5% beat in the early days Following a light Week 1 of earnings, 30 S&P 500 companies have reported so far. While

Belly looks cheap--Belly looks cheap

The intermediate sector has cheapened from rich levels in the summer. The 2-5-

GS--China: PBOC delivers 25bp cut to both 1-year and 5-year LPR

The PBOC delivered 25bp cuts to both the 1-year and 5-year LPR today (Oct 21st)

JPM_EMFX_20241024

SA inflation printed bang on in line with expectations yesterday with headline casing to 3.8%oya and core flat at 4.1%. Not