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GS--WHIFF OF NEW US-RUSSIA MISSILE CRISIS SHOULD UNDERPIN THE GOLD PRICE

Although this topic remains firmly in the arena of tail-risk monitoring rather than an active market driver, PresidentPutin’s clear ‘red line’ signal yesterday is notable for two reasons: as a tail-risk ‘fattener’ in its own right, and as a
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GS--Disappointing guidance overshadows core business strength - F3Q24 Results

We reiterate our Buy rating and our $640 price target followingAdobe’s F3Q24 earnings. Despite outperforming Consensus on DM
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GS--AEJ Week Ahead: China August activity data; CBC and BI meetings

growth to decline to 4.3% yoy in August from 5.1% yoy in July, in line withsofter NBS manufacturing PMI and wider year-on-year contraction in steel
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GS--What’s Powering Your Services Recap - 9/13/24

This week in Business & Information Services, we had a number of companiespresent at our 2024 Communacopia + Technology Conference in San Francisco,
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GS--Americas Construction: Building Products: AHRI — July Read-Throughs

decline in June and +9% a year ago. Commercial rose 10% yoy vs down 4% lastmonth and off -7% a year ago. Relative to July 2019, residential shipments grew
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Start Small or Begin Big?

attempted to look past recession fears, while the European Central Bank cut rates by25bps in its September meeting. The ECB in particular left its policy guidance for rate
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Asia--Macro_Weekly_Asia_local_markets_resilience_to_be_tested

The Fed is widely expected to begin its monetary easing next week. Amid divided views on the size and pace of US monetary easing, we expect three
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Barclays--Americas Morning Research Summary_20240913

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
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Barclays--European Morning Research Summary_20240913

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
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BofA - Hartnett - The Flow Show 3B Bulls_20240912

Scores on the Doors: gold 21.6%, stocks 13.6%, crypto 9.1%, HY bonds 6.9%, IG bonds 4.8%, cash 3.7%, govt bonds 2.2%, US dollar 0.3%, commodities -2.0%, oil -6.1% YTD.
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