海外研报

GD--CONSUMERS STILL LAG ON GETTING BACK INTO DEBT

Concern about the state of consumer balances on the debt side is misplaced. Usage of

Weekly commentary--Our anchor in choppy markets

Our anchor in choppy markets• We stay risk-on heading into Q4 due to a favorable near-term macro backdrop.

War, Inflation, and the Neutral Rate

The probability that we see oil production targeted as part of the escalating fighting in the

GS--US Week Ahead: October 7 - October 13

The key economic data release this week is the CPI report on Thursday. There are

GS-- Added Volatility or Fundamental Opportunity?

Investors aiming to generate attractive volatility-adjusted returns, are faced

GS-- Laopu Gold initiation

China Banks - Possible implications of reported Rmb 1tn capital injection. The

GS--E Ink stronger catalysts ahead

In this report we preview Largan, Fositek, and E Ink revenues for the coming 3

TECHNICAL ANALYSIS

2y UST, 10y UST, 10y Bund, Canada 10y, India 10y, EUR/USD,

GS--Zoom Video Communications Inc

We reiterate our Neutral rating and $72 Price Target on Zoom Videoafter attending Zoomtopia 2024 and the Investor Session on 10/9.

GS--USA_ Core CPI Above Expectations

September core CPI rose 0.31% month over month, aboveexpectations. Owners’ equivalent rent slowed to 0.33% after last month’s 0.50%