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Global: GS Economic Indicators Update: Wage Growth Continues to Soften in the Euro Area

Please find an update of our proprietary global economic indicators below. The data
海外研报

CitiFX Wire | Technicals

NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONALCLIENTS ONLY. CLIENTS SUBJECT TO MIFID SHOULD NOT READ THE INFORMATION BELOW UNLESS
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The Point for Asia Pacific Tuesday, 03 September 2024

We recently asked investors what their expectations were for GMG underlying EPS growth. The results were mixed with 26% of respondents expecting results in line
海外研报

Demand upcycle creates valuation upside; Raise TPs for GDS/VNET; Buy GDS

More specifically, we see China wholesale IDCs are entering an upward demandcycle driven by Gen-AI and GPU-related capex among cloud hyperscalers (e.g. we
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Federal Reserve Watch Fork in the road

We look for a solid August jobs reportWe are expecting nonfarm payrolls to increase by an above-consensus 200k in Friday's
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Upgrade to Overweight

Attractive business mix into rate cuts: Unlike most other banks, DBK gets less than 50% ofits revenues from NII (DBK 47% vs. median bank 66%). With rate cuts expected to accelerate
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Google Ad Tech Vs. DoJ (Round Two)

The Key Take-Away: Google’s second monopoly trial starts next week in a VA district court. Incontrast to the Search trial and decision, we don’t think investors should worry too much about
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learer Path to Achieving Long-Term Growth Targets

We are upgrading Autodesk to Neutral (from Sell), increasing ourPrice Target to $295 (from $225). Our Sell thesis was predicated on
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Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index dropped 0.4% today. Thailand and Singapore marketsoutperformed, while Korea and Philippines markets underperformed. Within MXAPJ
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Asia FX heatmap: awaiting the pivot in September

We look to re-engage in September after lightening up on our Asia risk over the course of August. We raise the TWD and IDR back to overweight this month while
海外研报