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New Construction Grows in June Despite Volatility in Rates

New Housing Activity Continues to Grow in June: On a trailing 12-month basis,single-family permits rose 15% YOY in June, vs up 16% in May and -22% a year ago.
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Re-examining implications for commodities under a Red Wave

Global commodities: We build on our recent examination of the implications for commodities stemming from the US elections (see here) to reassess w hat GOP
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Morning Market Tidbits The Fed can afford to be patient

Why not cut in July?In a recent article, former New York Fed President Bill Dudley called for the Fed to begin its rate cutting cycle at next week’s FOMC meeting. Given his vast experience in
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Centrica: Strong results, new buy back, capital allocation debate not fully answered

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
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NOW +6.5% post mkt

NOW +6.5% post mktA solid print relative to all the itters out there, but diffcult to know the ramifications of the COO/Army CIOsituation, and perception vis-a-vis their strong recent results with Federal Govt. Jack viewed it as the=
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Shifting neutral into the summer but we remain mildly pro-risk for 12m

Global growth slowed in Q2 but risky assets performed well, helped byexpectations for central bank easing and mega cap tech optimism. Our macro
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Valero Energy Corp. (VLO): First Take: In Line Quarter, But Softness in Refining

Valero Energy (VLO) reported adjusted 2Q24 EPS of $2.71 versus GS/FactSet Sharpconsensus of $2.67/$2.60. Adjusted cash flow during the quarter was in-line with
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Much ado about nothing

A Trump presidency brings into focus his extreme policy positions. The impact of such policies on the energy market would not be straightforward.
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STRONG DOLLAR PROBLEM. JOIN US LIVE

This is an extremely important and off-consensus theme that we've been fixated on for over a year. How thestrong dollar is dealt with by the US will have global economic ramifications, we even see the potential for a new
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Global Earnings Revision Ratio Hint of softness

Global Earnings Revision Ratio moderated in JulyIn a hint of softness in earnings expectations, the Global Earnings Revision Ratio
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