海外研报

BofA_Liquid Insight AUD and iron ore_20240910

Iron ore remains a large share of Australia's exports but prices have a tenuous historical relationship with AUD FX.

GS--Lyft Inc. (LYFT): Communacopia + Technology Conference 2024 02

Bottom line: We highlight a few key takeaways from our conversation: 1) Seeopportunity to drive further adoption & frequency through product & operational

GS-- Local Rates or the Fed Cycle? (Zhong/Koul)

MSCI Brazil has rallied 10% (vs EM ex-China 3%) since the mid-June lows as themarket was betting on imminent Fed rate cuts amid lingering growth worries in

JPM_Japan - BoJ on Track_20240920

The BoJ kept the policy rate unchanged at 0.25%, as waswidely expected. The statement was also broadly unchanged,with

US Equities Weekly Rundown Positioning, Flows, and Observations Across the Floor

US equities were slightly net sold on the week, as large selling last Friday (options expiry/index

Barclays_Shell Plc A decent update_20241007

We expect a slightly positive reaction to Shell’s trading