海外研报

GS--Airbnb Inc. (ABNB): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted CFO Ellie Mertz at the Communacopia + TechnologyConference.

GD--FED DID THE RIGHT THING, AND NOW THE FUN BEGINS

By finally easing and revealing its plan for a faster pace of cuts, the FOMC finally set loose a new set of marketdynamics to impact the economy – unless the path to recession is already fated. I do not believe recession is fated

GD--FED HELPS BUT EM EQUITY RISKS REMAIN

The Fed opens the door for reluctant EM amid disinflation and faltering growth◼ China and the dollar are now more serious risks to EM than a US recession

GS--China: Caixin services PMI fell in September

The Caixin China General Services Business Activity Index (headline services PMI)

GS-- costs edging down for beverage, dairy and pet food

In the monthly tracker, we track 40+ raw material price trends (including agriculture