海外研报

GS TWIG Notes: This Week in Global Research - August 23, 2024

Jan Hatzius lowers the probability that the US will enter a recession in the next12 months to 20% from 25% in last weekend’s note, “Renewed Progress on

FX Daily Commentary

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the

GS--EM Equity Strategy: Mutual Fund Positioning

With recent market volatility, positioning is at the forefront of investors’ minds. Inthis report, we focus on fund flow trends and investor positioning in EM and Asia,

GS--GS China+ Conference 2024 – Key Takeaways: Cyclical inflection in producers’ eyes,

We hosted a panel on producers’ feedback on China capacity (link). The feedbackreaffirmed our assessment of 1) industry supply response in the electric vehicle,

GS--Remitly Global Inc. (RELY): Communacopia + Technology Conference — Key Takeaways

Presenters: Matt Oppenheimer, Co-Founder & CEOModerated by: Will Nance, Payments and Financial Technology, Goldman Sachs

GS--Japan Focus of the Week: LDP Presidential Election, September Tokyo CPI

Focus Next Weekn The LDP presidential election will be held on September 27. Among the nine

GS--China Software_ 3Q24 Preview_ Sequential growth on client IT

In 3Q/ 4Q24E, we expect China software companies’ revenues and earnings to

UBS--Weekly - Regional View Swiss_en_1625867

The current geopolitical uncertainty contrasts sharply with a generally