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GS--Verizon Communications (VZ): Communacopia + Technology Conference 2024

Presenters: Hans Vestberg, Chairman & CEOBottom line: We have three key takeaways: (1) the company is bullish on the
海外研报

GS--Zoom Video Communications Inc. (ZM): Communacopia + Technology Conference 2024

Presenter(s): We hosted Zoom’s CEO Eric Yuan as part of our Communacopia +Technology conference.
海外研报

Friday The 13th: The Cutting Cycle

Market speculation about a 50 bps rate cut by the Fed next week returned overnight after the Financial Times and the Wall Street Journal called the Fed’s rate choice between 25 and 50 bps
海外研报

GS--Global Markets Comment: The US Election and Asset Markets—A New Match-Up (Wilson/Chang)

The US election has seen dramatic shifts in recent weeks, culminating inPresident Biden’s decision to exit the race and setting the stage for a new
海外研报

GS--Drawdown Risk | EU REITs | Transport Chartbook |

Post the early August sell-off, global equities have remained volatile with investorsquestioning whether to ‘buy the dip’ or if there was risk of another drawdown. While
海外研报

GS--India Pharma: Aug’24 Pulse Check: Export tracker

We analyse the export data of key CRDMO companies for Aug’24 to get the senseof the latest trends in the market. At a company-specific level, the current month’s
海外研报

GS--NIFTY hit ATH this week, up 2%; Valuations hit peak levels

Performance: NIFTY hit all time high this week, up 2%w/w (MXAPJ: +1% w/w). Across sectors, FMCG led
海外研报

GS--TOPIX down -1.0% wow as yen strengthens; FX and Japanese equities

Summary of the weekTOPIX: 2,571.14 (-1.0%) / NK225: 36,581.76 (0.5%)n Top sectors: Air Transport, Electrical Machinery
海外研报

US MARKET INTELLIGENCE:MACRO WEEK AHEAD

SEP 16- Empire Mig at 8-30am ET.SEP 17 - Retail Sales and NY Fed Services Business Activity at 8:30am ET.
海外研报

GS--KOSPI rebounded by 1% despite sustained semi weakness

KOSPI rebounded by 1% despite sustained semiweakness ahead of Chuseok holiday. The Steel,
海外研报