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GS--Positioned for a prolonged cycle

In 2Q24, we saw topline weakness/misses due to a prolonged slowdown and risingdownside risks in macro and persistent deflationary pressure as well as companies’
海外研报

Cheney Reaction Global Daily

Friday’s US payrolls report was supposed to settle the question of whether the Fed would be cutting by 25bps next week, or 50. On Thursday of last week the OIS futures had 33.8bps of cuts
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GS--Brazil: Copom—Time to Walk-the-Walk and Hike, But Despacito (Ramos)

We expect the Copom to validate a moderate relatively short rate hiking cycle,starting with a 25bp hike at the September 18 meeting. In our assessment rate
海外研报

BofA --Securities Equity Client Flow Trends

Single stocks > ETFs:Last week, during which the S&P 500 was -4.2% (worst week since Mar‘23), BofA Securities clients were net buyers of US equities
海外研报

BNP--INVESTORS SET TO INCREASE HEDGE FUND EQUITY BETS BY YEAR-END

Equity remains by far the most popular strategy, with 61% of investors planning to allocate to it in H2 2024. This is followed by
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GS--AT&T Inc. (T): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: We have three key takeaways: (1) Management continues to expect anormalization in the wireless industry, but has not seen this occur. The company
海外研报

GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index was flat today. Malaysia and Singapore markets outperformed,while Korea and Hong Kong markets underperformed. Within MXAPJ sectors, Cons
海外研报

GS--Trade growth peak; East Coast strike risk; Airline fares

Trade growth slowing, converging down to GDP growthWe flagged in our Jul-24 edition trade growth peaking in the
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GS-- 2024 spending intentions dip marginally, but Gen-AI sees budget allocation strengthen

Our survey of CIO spending intentions for 2H2024 shows a marginal dip fromthe January 2024 survey that had inflected positively from March 2023’s low
海外研报

GS--A structural growth business

We downgrade MS to Neutral from Buy, with a $105 price target, with 7%upside (vs. 12% for our coverage), and 11% total return, inclusive of a 4%
海外研报