海外研报

GS--Weekly debt issuance, AUM, exchange traded derivative

Global debt issuance volumes increased 51% y/y for the week of 10/7/24, with 40%y/y growth

GS--reinstate VYX at Neutral

While the average payments company in our coverage was up 9% in 3Q, ourinvestor

GS--Downgrading to Sell; muted growth should continue for the next few quarters

We downgrade AZO to Sell from Buy as we reposition our stock

BofA_Trading Catalysts ‘No landing’ is also bullish_20241014

Economics: Spending spree to end the summer

GS--Declines in offline narrowed; Online growth largely maintained

1. Offline baby formula market fell by 8.6% yoy in Jul-Aug 2024, showing

GS--China: Trade growth surprised to the downside in September

China’s trade growth was weaker than expected in September (export: +2.4% yoy,

Daily and weekly indicators for the US economy

Unless otherwise noted, information included herein is presented as of the dates indicated. Apollo Global

GS-Global Strategy Views Diversify to Amplify

We are entering a more benign part of the cycle with a continuation of economic n

GS--Global Weekly Kickstart Global equities up 0.6%, China underperforms

Global equities gained 0.6% last week (Exhibit 1), China

GS--From rates to growth - pro-risk with hedges into year-end

After the summer ‘risk off’, risky assets quickly recovered due to a dovish Fed n