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GS--Unity Software Inc. (U): Communacopia + Technology Conference 2024 — Key Takeaways

Strategic initiatives: Management highlighted focus on the stability of theplatform, discipline in strategy and improved, and consistent execution. While
海外研报

SocGen - On Our Minds - BoE preview – on hold and a further £100bn QT envelope

August’s narrow vote in favour of a cut, with some members who voted for the cut describing the decision as “finely balanced”, implies that the MPC will proceed
海外研报

SocGen - Multi Asset Portfolio - Cracks in US exceptionalism

Societe Generale (“SG”) does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that SG may
海外研报

GS-- Communacopia + Technology Conference 2024 — Key Takeaways05

Presenter(s): We hosted Twilio’s CEO Khozema Shipchandler as part of ourCommunacopia + Technology conference.
海外研报

FOM--to_cut_by_25bp_and_by_200bp_over_the_cycle_1

We expect the Federal Open Market Committee (FOMC) to start its easing cycle with a 25bp cut at its policy meeting next week. All up we expect
海外研报

GS--European Conviction List - Directors’ Cut September 13, 2024 Update

We remove DSV from the Conviction List. DSV was on the list for 195 days,delivering a total return of 25.0% and a relative return to the SXXP of +19.3% (as of
海外研报

GS--Aligning our sector recommendations with the macro environment

We update our sector recommendations. We turned more“defensive” early in the summer, in response to the recent
海外研报

GS--Foreign selling led by Korea and Taiwan; India domestic funds saw strong

Foreign (FII) flows / positioningn EM Asian ex-China region saw selling (-US$1.9bn) this
海外研报

GS--Positioning for a cutting cycle in EM equities? Focus on ‘late-cutters’,

Fed cuts to start, EM cutting cycles to broaden outEM equities have recovered through a volatile summer end, on increasing
海外研报

GS--China: Soft money and credit data in August

August total social financing (TSF) flows, new RMB loans, and money supply growthremained soft, largely in line with market expectations. August money and credit
海外研报