海外研报

GS--Nokia (NOKIA.HE): Communacopia + Technology Conference — Key Takeaways

Presenters: We hosted Marco Wiren, CFO, and David Mulholland (Head of InvestorRelations), and Thomas Bevilacqua (Investor Relations) at Nokia at the

USD Rates Chart Pack

Relative value models and analysis◼ This weekly publication updates US rates relative value models and

Commodity Special

As we discussed in our recently published Commodity Outlook, according to the polls, the probability of a Harris victory currently stands at 52%. A tempting and simplistic assessment

GS--TSMC (2330.TW): Communacopia + Technology Conference 2024 – Key Takeaways

Presenters: We are hosting Wendell Huang (CFO) and Jeff Su (Head of InvestorRelations) from TSMC (2330.TW) during the annual GS Communacopia + Technology

Where are the opportunities in private credit? UBS House View Briefcase

Recent developments in private credit suggest investors need topay closer attention to borrower stress, choose the right managers,

FX Fair Value Update

The USD saw its long-term fair value increase across the board in Q224according to our G10 VALFeX fair value model. The bounce came on the

GS--Xometry Inc. (XMTR): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted Co-Founder & CEO Randy Altschuler and CFO James Miln atthe Communacopia + Technology Conference.