海外研报

GD--EARNINGS TRENDS IMPROVING DESPITE SOFTER MACRO DATA

Macro Drivers: The Sahm rule has been triggered, the Perkins rule has not◼ Multi Asset: Investors have added to Nasdaq, UST 30y and Gold longs

BS--Carrier promotions modestly better than last year

Incentives slightly better at more carriers for Pro modelsCarrier incentives allow iPhones to be more affordable as they: 1) bundle iPhone

GS--Ibotta Inc. (IBTA): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted CEO Bryan Leach at the Communacopia + TechnologyConference.

GS--Global Economics Wrap-Up: September 20, 2024

Dissecting the divergence in DM saving rates: o Headline saving rates across DMs have diverged recently: rising in most

GS China Economics Outlook_ September 2024 [Presentation]

Current state of the economy:

GS--Trade Close: Close Options Recommendations for META, ACN, JEF and INTU

We close our recommendation to buy META calls. We close our 18-Sep, 2024