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Citi_US Economics CPI Preview – Benign CPI in August leaves activity data more importanT

Inflation data are quickly taking a backseat to labor market data in terms of relevance for Fed policy decisions, but with an inconclusive August
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GS--Crown Castle International Corp. (CCI): Communacopia + Technology Conference 2024

Bottom line: We have three key takeaways: (1) Crown Castle remains constructiveon its domestic tower operations as its wireless carrier customers will need to
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DR--Labor market: Not enough chill to heat up cuts in September

Weather workers” series normalized after the spike in
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DR--Investor Positioning and Flows

Our measure of aggregate equity positioning was choppy through the week but remained modestly above average (z score 0.37, 65th percentile). Under the surface,
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DB--Poised to reshape multiple industries

In conjunction with our US Autos resumption of coverage, we take a closer look at Tesla's upcoming Robotaxi Day (10/10), advantages in autonomous driving, and
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DB--Navigating through uncertain times

We resume coverage of US Autos & Auto Technology (17 stocks) including automakers and suppliers. In the face of growing uncertainty about industry
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EW--Risk recovery and Fed cuts bodes well for EM outperformance

Macro focus: The incoming data over the past month, including the August employment report, clearly points to a slowing US economy with restrictive
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CA--FAST FX Fair Value Model

triggered any new trades. Most of the ten crosses covered by the model are trading within one standard deviation of their fair values. The FAST
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GS--Global Markets Daily: The Dollar After the First Cut (Rosenberg)

Historically, Dollar performance has varied widely around the start of the easing ncycle. Looking across seven Fed cutting cycles since 1995, we find that Dollar
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GS-- Housing Market Activity Scale

Mortgage Apps Rise While Other KeyData Points Flattish: The index held at
海外研报