海外研报

GS-- 2024 spending intentions dip marginally, but Gen-AI sees budget allocation strengthen

Our survey of CIO spending intentions for 2H2024 shows a marginal dip fromthe January 2024 survey that had inflected positively from March 2023’s low

GS--Flex (FLEX): 2024 Communacopia + Technology Conference — Key Takeaways

Presenters: We hosted Michael Hartung the company’s President, ChiefCommercial Officer and David Rubin, VP of IR, at our conference.

DeskTalk - FOMC risk rally at big levels

DXY Index is once again major support at 100.42-100.79 (200w MA, December 2023 low, Feb & March 2023 lows)while our trader's watching 1.1200-55 in EURUSD. We wait for the weekly close, Global FX Strategy argues Fed rate

GS--Quick take: Trends show moderate upgrade in September

We refresh of our Multi-Industry Toolkit Capex Tracker to spot trends post ourlast update in July [link]. Here are our key observations:

Citi_Oil Monitor Oil falls on likely Libya deal despite China stimulus; oil product

Oil is selling off again as Libya factions likely reached an agreement on Central Bank leadership (Bloomberg, Sept 25), set for a signing ceremony on Thursday, potentially