海外研报

Global Economics Wrap-Up: August 23, 2024

August flash PMIs show strength in services but continued weakness inmanufacturing:

EMFX Weekly

This publication was prepared by the Trading Department of Bank J Safra Sarasin. The views or ideas expressed herein are those of the

DB--Expecting a Seasonally Calm F1Q with Gusts of OCI

Consistent with typical seasonality, F1Q looks to have been a relatively quiet quarter and the focus going into results next Monday will again be on the pace of new OCI

GS--EASD Day 1 takeaways - long acting insulin

The key focus areas for day 1 of EASD were the (1) updated data for the weeklyinsulin therapies from Novo Nordisk and Eli Lilly (covered by Chris Shibutani), (2)

GS--Procore Technologies Inc. (PCOR): Communacopia + Technology Conference 2024 — Key Takeaways

Presenter(s): We hosted Procore’s CFO Howard Fu as part of our Communacopia +Technology conference.

USB--Focus on alpha opportunities in muted macro backdrop

• China’s macro data for August largely disappointedto the downside again across consumption,

GS--USA_ Housing Starts in Line With Expectations(1)

BOTTOM LINE: Housing starts declined by 0.5% in September, roughly in line with