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GS--End of Week Market Intelligence: rate relief...

US stocks are trading lower Friday but still on pace for a 1%+ gain for the week (forthe S&P 500 as of Friday at 12:30PM) as investors have been leaning into risk assets
海外研报

GS--MSCI EM rose 2% wow amid Fed easing rates

Performance: MSCI EM index was 2.4% higher w/w(while DM gained 1.6% wow) on the back of rate cuts in
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GS--Key Takeaways from NDR with Management (CEO, CFO, & IR)

We recently hosted investor meetings with Electronic Arts (EA,Neutral-rated) in Boston with CEO Andrew Wilson, CFO Stuart
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DailyTechIndex_20240919_en

This publication was prepared by Bank J Safra Sarasin Trading department. The views or ideas expressed herein are those of th e desk and/or the author
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CUB--Currencies monthly view

• A weaker mix of growth, labor market data, and lower inflation inthe US supports our call for a more meaningful rate-cutting cycle in
海外研报

China+ Chartbook September 2024

China’s August activity data confirmed the insipid domestic demand picture, as retail sales and fixed asset investment growth slowed, despite a
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Why High Yield Now?

We’ve often heard that European High Yield spreads are tight (currently ~370bps), and that prices need to fall (and yields rise) before the credit cycle can ultimately
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GS--China Economic Activity and Policy Tracker: September 20

In this note, we update four sets of high frequency indicators that we track: 1)consumption and mobility; 2) production and investment; 3) other macro activity; and
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GS--What’s Next in Gas: Potential Ukraine transit deal poses downside risk to our TTF forecast

News today (September 19th) of a potential deal between Ukraine andAzerbaijan that would effectively prevent the halt of the remaining 42 mcm/d of
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US Election Cheatsheet_ All facts, no fiction

We address 12 frequently asked US election questions - whether you just want to brush up on basics or understand
海外研报