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3 themes from 2Q 2024 conference calls: The labor market, the consumer, and AI

Our quarterly S&P 500 Beige Book reviews conference call transcripts to gain aqualitative perspective on key issues facing company managements. This
海外研报

Macro Insights Weekly Putting the inflation genie back in the 2% bottle

The market is watching closely for signs for US economic slowdown, pricing in about 100bps in
海外研报

The Flying DutchmanIndia: What can go wrong?

What can go wrong? The FTSE India has rallied for 13 out of the past 15 years. More than USD100bn has gone into the market in the last four years just from
海外研报

Europe hion Rassarch Othar 27 Augu81 2024

UgDZAft back lowing he yearly krns agsin aler Pomnell was thrvtsh on fridey, W'e hrne gareraly bean conslrucfvg on ZARNMarve mw 18.0aWwtek pnseda ne pponutyho sel, and ihe ib.00vt6
海外研报

Australian Macro Weekly

Nothing to concern the RBA in the monthly CPI We saw nothing in the July CPI indicator that will affect the RBA’s thinking for
海外研报

GS--MSCI EM fell 2% wow; Global cyclicals lagged

Performance: MSCI EM index fell 2% w/w (along withother regions down 2-4%). Tech-heavy global cyclicals
海外研报

EF--Mixed jobs report offers no definitive signal for the Fed 01

The August employment report was a decidedly mixed one, improving compared to July but by less than anticipated for some metrics. On
海外研报

GS--ServiceNow Inc. (NOW): Communacopia + Technology Conference 2024 — Key Takeaways

Presenter(s): We hosted ServiceNow’s CEO Bill McDermott as part of ourCommunacopia + Technology conference.
海外研报

JPM_Thursday FAQs ... Wireless, Shorts, ABNB, CRM, Flows, Rebal Day, JPM EOF_20240919

Wireless: AT&'T -2% getting a lot of atiention... risk on rotation plus rates a touch higher today and T the most crowded is1.
海外研报

UBS--“Trade-in” program boosts 2H new electric vehicle sales

We turn more positive on the outlook for Chinese
海外研报