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GD--ARE BONDS DONE ALREADY?

We stand by our bond bear call on a secular basis, but the buffer between the US economy and recession has worn thin, making now a risky time to start thinking about the secular term. Yellen’s
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GD--TRUMP-HARRIS DEBATE HAS A 'WINNER' - WHAT NEXT?

Betting markets have, by and large, declared Vice President Kamala Harris the victor of the first combativeTrump-Harris presidential debate (Polymarket, +6pp / PredictIt +8¢ to Harris) – but how much will this matter? 
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CITI--Strategy for Uncertainty? Raise Quality Key Tak

The month of September is historically the only month that has a negative average returnfor the S&P 500 (-1.2% since 1930). The month of October averages a drop when counting
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GS--Americas Banks: Key takeaways from Fed’s speech on the Basel III endgame

On 9/10/24, Vice Chair Michael Barr gave a speech previewing the regulators’Basel 3 Endgame (B3E) reproposal, including providing aggregate capital
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GS--Americas Banks: Regional: FITB and MTB provide mid-quarter guidance update

FITB: Mid-quarter update points to higher PPNR driven by better feesFITB provides mid-quarter update: After the close on Tuesday (9/10/24), FITB
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GS--Argentina: Headline and Core Inflation Remained Sticky and Above 4% in August (Armella)

Bottom Line: Consumer prices rose 4.2% mom in August, above consensusexpectations for the first time since President Milei took office. The August print
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EF--August CPI preview: another benign report

Following a stronger-than-expected start to the year, inflation has shown notable improvement over the past few months. We expect that trend to
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BARCLAYS--One Step Back, One Step Forward

Discretionary funds are re-grossing; systematic funds rebuiltsome equity exposure after the August selloff but now face
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BARCLAYS--Summary of FX Views for the Year Ahead

This is a Special Report that is not an equity or a debt research report under U.S. FINRA Rules2241-2242.
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GS--Market cap almost equal to net cash

Market cap approaching net cash - BMW’s share price finisheddown >11% on the day (10th September) following the company’s
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