海外研报

What would a Trump defeat mean for the USD?

Asia overnightA rebound in US technology stocks fizzled in Asia and at the time of writing, S&P500 futures were trading in the red. Asian bourses were trading mixed with

GS TWIG Notes: This Week in Global Research - August 2, 2024

Central bank round-up: Japan hikes, the UK cuts, and the US holds steady (for now)n The BoJ raised rates by 25bp and announced plans to curb QE programs as it

2Q24 Earnings Update: Return of the Macro

2Q24 earnings has been mostly good news but not enough toshrug off deteriorating macro; breadth of EPS beats and Y/Y