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Re-examining implications for commodities under a Red Wave

Global commodities: We build on our recent examination of the implications for commodities stemming from the US elections (see here) to reassess w hat GOP
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Much ado about nothing

A Trump presidency brings into focus his extreme policy positions. The impact of such policies on the energy market would not be straightforward.
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FOMC: dovish hold to precede September rate cut

We expect no change in the federal funds rate (FFR) at the July Federal Open Market Committee (FOMC) meeting, in what we expect will be a
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Ford Motor Co. (F): 2Q24 First Take

While Ford maintained its full-year EBIT guidance and raised its FCFguidance, 2Q EBIT was below the Street driven by the Blue segment (with
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Assessing the Channels of Impact of Tariffs on Asian FX (Suwanapruti)

With investor focus on the US elections, we extend our EM Strategy team’swork on “Assessing the Relative Impact from US Tariff Risks” to take a deeper
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Shifting neutral into the summer but we remain mildly pro-risk for 12m

Global growth slowed in Q2 but risky assets performed well, helped byexpectations for central bank easing and mega cap tech optimism. Our macro
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Centrica: Strong results, new buy back, capital allocation debate not fully answered

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
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First Take: AT&T...

Overall a good print. Folks might nitpick the lack of a guidance raise, and longer-term there remain concerns aboutiPhone refresh cycle (and impact on FCF and EBITDA); but both were nicely ahead for now.
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First Take: GoOGL...

GO0GL +2.7% post mktSolid numbers across the board - with everything (ex YouTube ads) basically in-line-to-better - butexpectations were high, so
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NOW +6.5% post mkt

NOW +6.5% post mktA solid print relative to all the itters out there, but diffcult to know the ramifications of the COO/Army CIOsituation, and perception vis-a-vis their strong recent results with Federal Govt. Jack viewed it as the=
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