海外研报

Japan Weekly Kickstart Japan stocks fall sharply; 1Q earnings summary

Summary of the weekTOPIX: 2,537.60 (-6.0%) / NK225: 35,909.70 (-4.7%)n Top sectors: Marine Transport, Iron & Steel

Buyer's markets-Global Daily-Market comments1

US producer price inflation was soft in July. Both headline (0.1% m/m and 2.2% y/y) and core (0.0% m/m and 2.4% y/y) PPI inflation came in below expectations. Goods prices rose by 0.6%

Oh what a difference the margin makes

Workday delivered broadly in-line F2Q results and F3Q/FY25 guidance which were overshadowed by updated mid-term targets, slightly lowering Subscription

CFO change announced; expect smooth transition

Kevan Parekh to transition to CFO position Jan 1, 2025After market close on Aug 26th Apple announced that Mr. Kevan Parekh, Apple’s VP of

GS--Asia Credit Trader Still Lacking In Firm Direction After Payrolls

Risk appetite was fairly muted last week across the Asiacredit market, as investors awaited the US August nonfarm

BofA_Global Equity Volatility Insights Fall vol not over but AI still a right tail risk

More volatility to come, but AI remains a right-tail riskNotwithstanding Monday’s rally, equities (especially tech) seem to have had a tough start

GS--Intuit Inc. (INTU): Communacopia + Technology Conference 2024 — Key Takeaways

Presenter(s): We hosted Intuit’s CEO Sasan Goodarzi part of our Communacopia +Technology conference.

USB--Equities

Global equities are close to all-time highs, but volatility hasincreased amid growth, election, and central bank uncertainty.