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Earnings Tracker: Mixed season, but stock misses heavily penalised

Almost 60% of the companies we expect to include in ourearnings tracker have reported. Overall, we expect to include
海外研报

Global Credit Trader The growth scare comes for credit too

An earlier than expected growth scaren A series of weaker than expected data releases, including the July employment
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Global Economics Wrap-Up: August 2, 2024

Former US President Donald Trump’s proposed tariffs are likely to accelerateshifts in the allocation of global trade:o We use product-level variation in tariff rates and trade patterns to estimate
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Global FX Trader Running Late?

USD: Far enough; go short EUR/USD. Our economists think the Julyemployment report likely overstates the rate at which the labor market isloosening,
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Global Rates Trader From “If and When?” to “How Much?

This week’s moves reinforced the trend of G10 rates markets placing greateremphasis on growth over inflation risks. In the US, the combination of an FOMC
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GS TWIG Notes: This Week in Global Research - August 2, 2024

Central bank round-up: Japan hikes, the UK cuts, and the US holds steady (for now)n The BoJ raised rates by 25bp and announced plans to curb QE programs as it
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1QFY25 earnings improved this week with beats ahead of misses

Performance: NIFTY closed flat w/w. Energy, Pharmaled (up 1-3%), while Property, IT lagged (down 3-4%).
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Japan Weekly Kickstart Japan stocks fall sharply; 1Q earnings summary

Summary of the weekTOPIX: 2,537.60 (-6.0%) / NK225: 35,909.70 (-4.7%)n Top sectors: Marine Transport, Iron & Steel
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A Question of Pace

With the cutting cycle set to start in September as expected, the pace of further cuts is now the debate. Markets are pricing more
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How Weak Is the Consumer?

Over the past few months, our discussions with clients have centered on the slowdown in consumer spending and the leading indicators which suggest it may
海外研报