海外研报

GS--Workday Inc. (WDAY): Communacopia + Technology Conference 2024 — Key Takeaways

Presenter(s): We hosted Workday’s CEO Carl Eschenbach as part of ourCommunacopia + Technology conference.

GS--ZipRecruiter Inc. (ZIP): Communacopia + Technology Conference — Key Takeaways

Presenters: We hosted Ian Siegel, CEO, and Tim Yarbrough, CFO, of ZipRecruiterat the Communacopia + Technology Conference.

GD--PATH FOR BOE EASING CYCLE IS CLEARING

No surprises from the latest UK CPI report, which showed annual headline inflation at 2.2% and non-core CPI indeflation (-2.5%) for the fifth consecutive month in August. Services inflation picked up (5.6% vs 5.2% YoY in July)

A small step for the dollar or a giant leap against it?

USD levels. There is still no sign of anything on the EUR side that could contribute to thismovement. See figure above.

And what do we expect?

y boss Uli already wrote enough yesterday about why a 50 basis point interest rate cut,if it were to come from the Fed tonight, would be negative for the dollar: that the Fed's