BofA Securities·2026-10-09RatesGlobal Rates Weekly: License to steepenBoJ policy rate: additional 25bp hike in Dec2026-12
BofA Securities·2026-10-08SectorIT Hardware Industry: Expert Call Series Takeaways: HDD LTA dynamics & thoughts on Toshiba6502.TSTXWDC
BofA Securities·2026-10-08SectorInternet - China: China AI Handbook #3: AI assistant launch wave, China read-through favors TencentTENCENT
BofA Securities·2026-10-06SectorHealthcare - China (H A) : 2026 ESMO Congress: key titles from China pharma and biotech companies1801.HK600276.SH6990.HKAKESO
BofA Securities·2026-10-06StrategyGlobal Equity Volatility Insights: Low breadth is a feature not a bug
BofA Securities·2026-10-06SectorTelecom - Asia : Latest drivers + understanding Data Center upside & risks from satellite services9434.TBHARTI.NSTPG.AXZ74.SI
BofA Securities·2026-10-05SectorChemicals-China: Oct chem survey: demand expectations improve, but profit outlook lags
BofA Securities·2026-10-05SectorTechnology- Asia-Pacific (H A) CCL for PCB: spec upgrades well on track toward CY27 28 with pricing upside2383.TW600183.SH6274.TWO000150.KSKBHLD
BofA Securities·2026-10-05StrategyActive managers’ holdings update Peak exposure to capex vs. consumption
BofA Securities·2026-10-02SectorU.S. REITs BofA U.S. REIT WeeklyADC.USCUBE.USEGP.USMAC.USPECO.USWELL.USWelltower·Top pickAgree Realty·Top pickCubeSmart·Top pickMacerich·Top pickPhillips Edison·Top pick
BofA Securities·2026-10-02SectorUS Banks Reading the Tea Leaves Notes from the RoadJPMBK.USJPMorgan Chase·Top pickBNY·Top pick
BofA Securities·2026-10-02SectorAutomotive Industry Weekly Automotive Pit Stop Tech pipeline strengthens, raw material risk buildsGPI.USSAH.US
BofA Securities·2026-10-02MacroGlobal Economic Weekly The fog of warUS real GDP growth: BofA forecast2026FUS real GDP growth: BofA forecast2027F