海外研报

Mapletree Industrial Trust

DDiivveerrssiififieedd ““nneeww eeccoonnoommyy”” llaannddlloorrdd wwiitthh aa ddaattaa--cceenntteerr ssppiinn.. Mapletree Industrial Trust ("MINT") is one of Singapore's largest

TECHNICAL ANALYSIS

2y UST has experienced a steady down move after break below the lower band of its multi-month range. It breached the trend line

How Market Moves Could Affect the Economy and the Fed

Since the July employment report last Friday, the equity market has sold offabout 5% and the 10-year Treasury rate has fallen 21bp. Our financial conditions

Precious Metals Trading Desk View

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk and/or the author only. The publication cannot be considered as investment research or a

Q2 preview: bumpier path, same compelling destination

Blackwell transition could mute upside near-termMaintain Buy, top sector pick ahead of NVDA FQ2 (Jul) results due 28-Aug. Media reports

Q2 GDP Growth Revised Up on Stronger Consumption

BOTTOM LINE: Real GDP growth was revised up 0.2pp to +3.0% annualized in thesecond quarter, above expectations and reflecting an upward revision to

GS--Communacopia + Technology Conference 2024 — Key Takeaways03

Bottom line: We have three key takeaways: (1) Lumen expects to see ongoingbenefits from its AI datacenter interconnect agreements with Microsoft and others