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Fed to start with 50bp cuts in rapidly weakening labor market

CITI'S TAKEFor some time we have highlighted risks that a gradual weakening in thelabor market would at some point turn more rapid, This is much moreevident in July employment data, with the unemployment rate rising to4.3% alongside a more notable

海外研报 2024年08月05日

UBS--全球股票策略坚守全年目标

海外研报 2024年08月09日

Japan: BoJ downplaying structural deflationary pressures of excess corporate savings

It is not surprising that some government and LDP officials have pointed out the need for a change to a world with interest rates. This is because

海外研报 2024年08月24日

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?

海外研报 2024年09月12日

GS--Atlassian Corp. (TEAM): Communacopia + Technology Conference 2024 — Key Takeaways

Presenter(s): We hosted Atlassian’s SVP of Enterprise and Platform Tiffany To as partof our Communacopia + Technology conference.

海外研报 2024年09月17日

GS--Key Takeaways from NDR with Management (CEO, CFO, & IR)

We recently hosted investor meetings with Electronic Arts (EA,Neutral-rated) in Boston with CEO Andrew Wilson, CFO Stuart

海外研报 2024年09月22日

GS--China Consumer Staples: Key investor feedback from European marketing trip

past weeks discussing China consumer staples subsectors and key stock ideas. Ona high level, investor feedback indicated 1) their positions in China consumer

海外研报 2024年09月25日