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GS Americas Aerospace & Defense_ Defense Tech_ Launching Defense Tech as industry transformation is under way(1)

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BNY-MARKET MOVERS- UNCLEAR AND UNEVEN

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CA--外汇日报 美元：特朗普 vs 鲍威尔 vs 特朗普

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GS--AEJ Week Ahead: Third Plenum and activity data in China; BI meeting

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Alphabet Inc. (GOOGL): Q2’24 Earnings First Take

We expect the market to have a muted reaction to Alphabet’s Q2’24 earnings reportupon our first read/analysis of the results. In terms of upside, we would point to
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Did the market overshoot?

• The underlying data in Friday’s employment report was
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Still Like Macau Gaming, Though More BB Than B

The shifting macro dialogue once again was the main driverof global markets. Recent concerns on US growth were
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GS--英伟达公司 （NVDA）：First Take：数据中心实力推动 Modest Beat 和 Raise;数十亿美元的

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nterest Rate Cuts; Analysis Shows Transports Fare Well

Bottom Line: As the probability that a rate cut comes more into view at theSeptember Fed meeting, we wanted to refresh our analysis on share price
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UBS--Saudi Arabian credit: Flagship EM debt issuers

Saudi Arabia is the largest constituent in the flagship
海外研报