海外研报

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

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

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

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