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S&P 500 Dividend WeeklyFor the Week Ended 27-Aug-2024
Breakdown of 2024 Estimated $PX Dividends: Out of 75.0 points ofdividends expected for FY24 by consensus estimates, ~66% (49.8ip) havealready gone ex (realized) to date, another 9% (6,7ip) have been announced butnot yet gone ex-dividend, and
海外研报
2024年08月30日
Fixed Income Weekly Back to reality
September is about to begin with a series of key data that will enable the market to finetune its rate cut pricing. As central banks aim to ease their monetary policy stance preemptively, there is no reason to rush
海外研报
2024年09月03日
Viewpoint The Time Has Come
This month we highlight our viewpoints on forthcoming trends. It includes our expectations for a measured rate cutting cycle to begin imminently while the
海外研报
2024年09月11日
BofA_Macro Risk Digest So it begins_20240913
We estimate corporates in Europe and Asia collectively held around $1trn of FX deposits in 1Q 2024. An unwind could amplify USD depreciation, although more likely over the
海外研报
2024年09月15日
BofA_US Viewpoint September CPI FAQ- expected report should create scope for dip buying_20241009
0.3% CPI = more bark than biteWhile knee-jerk the market may initially bear flatten with a MoM core 0.3% CPI print, we
海外研报
2024年10月11日
DB--Airbnb: Takeaways from Call with AirDNA
Yesterday, we hosted an expert call with Jamie Lane, Vice President of Research at
海外研报
2024年10月12日
