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

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

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

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.

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.

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

We turn more positive on the outlook for Chinese