海外研报

Barclays_Barclays Equity Factor Insights_ October_20241010

Strengthening macro data halted Factor rotation across bothregions. We maintain Positive view on Growth in both US &

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