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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
海外研报
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
海外研报
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
海外研报
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
海外研报
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
海外研报
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
海外研报
2024年09月06日
Final Destination--Global Daily
Yesterday, stocks were mostly down, but Nividia was up after refuting its DOJ subpoena story; oillower after an aborted rally; Treasury yields down as the US curve disinverted; and JPY up.
海外研报
2024年09月06日
Taiwan: August Inflation Inches Down
Taiwan’s headline CPI inflation inched down to 2.4% yoy in August from 2.5% theprevious month after three months of acceleration. The outcome was above
海外研报
2024年09月06日
The Harris Bounce--US special 01
With Kamala Harris on top of the Democratic ticket, the odds for the Democrats have dramatically improved. After weeks of media hype and her nomination at the Democratic
海外研报
2024年09月06日
Short long summer
Risks remain balanced for EUAs, although we think a move towards (and potentially below) our fair-value 3Q24 price of €70/t is most likely. We think the risks for this
海外研报
2024年09月06日
