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Morning Market Tidbits From one mandate to the other
An end to the sole focus on the inflation mandateFor this inflation forecaster, next week’s CPI report will be bittersweet. After a
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2024年09月06日
DB CoTD: Flat! – Jim Reid
Regular readers will know that I’m a big fan of the predictive power of the yield curve in terms of forecasting the US cycle. However, it’s fair to say that its
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2024年09月06日
DB CoTD: The best and worst daily market cap moves in history – Jim Reid
Last night saw the largest market cap fall for any stock in history with Nvidia seeing $279bn wiped out in its -9.53% fall. For context, that’s similar in size to
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2024年09月06日
US SAAR moderates with Europe also soft, STLA US sales continue to decline
US SAAR moderates as incentives remain up - US SAAR was 15.1mn units inAugust, stepping down by -4.4% vs. July and broadly flat YoY at +0.6%. The print
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2024年09月06日
Global Retail Conference 2024 — Day 1 Takeaways
Day 1 of our 31st Annual Global Retailing Conference revealed a better-than-fearedand cautiously optimistic tone on the outlook for the consumer into 2H. This slightly
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2024年09月06日
AI: To buy, or not to buy, that is the question
The technology sector has generated 32% of the Global equity return and40% of the US equity market return since 2010. This has reflected
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2024年09月06日
GS UK Today: AI | Encore: Buy AstraZeneca, Wise
AI – to buy, or not to buy – The technology sector has generated 32% of the Global
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2024年09月06日
MORNING BRIEFING INTERNATIONAL MARKET INTELLIGENCE:
OVERNIGHT BRIEFEU/US trade: European Equities were lower on elevated volumes (SXXP .1%, $X5E -1.3%).Tech stocks retreated the most
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2024年09月06日
Monetary Policy Expectations Analysis
The opinions and research contained in this document (in the form of text, image, video or audio) are (a) not personal financial advice nor financial advice about any product or service; (b) provided for
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2024年09月06日
SALES & TRADING COMMENTARY (Not a product of MS Research) FOR INSTITUTIONAL USE ONLY
The market is struggling with challenges of a semiconductor selloff and broader growth slowdown (related, but not 100% the same) against a backdrop of September
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2024年09月06日
