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Citi Cheatsheet - G10 & EM Week Ahead_ Springing into the unknown (repost)

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Mizuho Japan Macro Second preilminary GDP estimates 4Q upward revisions o household spending and corrporate capex paint

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Slightly Lowering Our 2024Q2 GDP Final Tracking Estimate to +2.1% QoQ Annualized

We revise down our Q2 (April-June) 2024 real GDP final tracking estimate slightlyto +2.1% qoq annualized, from our previous forecast of +2.4%. Downward
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GS Early Morning Research Recap_ Ratings and Target Price Changes - March 12, 2026 as of 5_30 AM ET

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GS China Consumer Connection_ Online Brand Tracker_ Feb-26_ Majority categories declined

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Citi_Poland Economics Inflation below target at the beginning of the year, but risks ahead are mounting

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Energy Sigma Another reset

Oil prices have recovered somewhat from the early-Augustselloff that coincided with another reset in speculative
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GS WaterBridge Infrastructure (WBI)_ First Take_ 4Q25 Beat

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Impression from Gov. Ueda's Remarks at the House of Representatives: Quick Comment

Ueda's remarks at the House of Representatives in the morning: Gov. Ueda said that "financial and capital markets at home and abroad have still been unstable, so
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GS FOMC - GS First Take (Powell for Longer)

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