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Global Rates Trader From “If and When?” to “How Much?

This week’s moves reinforced the trend of G10 rates markets placing greateremphasis on growth over inflation risks. In the US, the combination of an FOMC
海外研报

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index dropped 0.4% today. Indonesia and Thailand marketsoutperformed, while Taiwan and Korea markets underperformed. Within MXAPJ
海外研报

Slash and Burn

Macro jitters and vol spike clear out an "overgrown"' equity rally. After a summer rallyfueled mostly by multiple expansion, recession fears are back and motivated LOs to cutequity exposure to 2021 lows. At the same time, Treasury futures positions
海外研报

Mostly stable F2Q but shy of convincing skeptics

F2Q results showed some signs of consumption stabilization along with solid bookings, though with a slimmer revenue beat than likely required to catalyze the
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Trading Catalysts NVDA earnings, an underpriced risk

At Jackson Hole, Chair Powell sealed the deal for a September rate cut. Although Powellwas undeniably dovish, we don’t think he opened the door for 50bp cuts. Elsewhere, the
海外研报

BARCLAYS--Summary of FX Views for the Year Ahead

This is a Special Report that is not an equity or a debt research report under U.S. FINRA Rules2241-2242.
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GS--Duolingo Inc. (DUOL): Communacopia + Technology Conference 2024 — Key Takeaways

Presenter: We hosted CEO Luis von Ahn at the Communacopia + TechnologyConference.
海外研报

GS--FY1Q EPS: Mix Shift and Weak B2B Impact Margins Lower

Bottom Line: FDX reported FY1Q (Aug) operating EPS at $3.60 pershare, or well below our recently lowered $4.70 p/s and FacstSet
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GS--Global Economics Comment: What Prompts DM Pivots to Sequential Cuts? (Briggs/Peters)

Several central banks—including the BoC, RBNZ, Riksbank, and the Fed—have n
海外研报

GS--Westlife Upgrade, GCPL, China’s Activity Trackers

China Macro - The Politburo sent clear (and louder) easing signals. In the September
海外研报