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CR--Market comments

Friday’s US payrolls report was supposed to settle the question of whether the Fed would be cutting by 25bps next week, or 50. On Thursday of last week the OIS futures had 33.8bps of cuts
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GS--China Consumer Staples: Expert call takeaways

On Sept 3, we hosted a virtual conference with a large-scale Spirits and F&Bdistributor located in Hunan province. Key highlights include: 1) Spirits: The
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GS--Earnings matters: 10 key takeaways from 6000+ companies’ 2Q/1H24 results

Offshore led A-shares. 1H24 profit growth came in at 12%/0% forMXCN/CSI300. 41% of market cap beat expectations while 35% missed.
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CT--Global Economics Global Indicators August Chartbook: The World in Pictures

CITI'S TAKE Our global indicators chartbook shows ongoing resilience in services
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DU--CitiFX Wire - DeskTalk

USD, US equities and front-end yields are higher. We think price action reflects unwinds/exhaustion after a frustratingFriday and going into this week's events. This could continue on benign growth data (and potentially tighter polls) but
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GS--Inflection in volumes on the horizon; eyes on the German market over H2

German onshore wind roll-out is turning a corner. By 2030, Germany targets 115GW of onshore wind capacity, which requires a run rate of ~8 GW pa. While delivery
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FF--Everything as it should b

Despite the volatility of the past week, the FAST FX model has not triggered any new trades. Most of the ten crosses covered by the model
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GS--Global FX Trader Check Your Speed01

USD: Toeing a fine line. The incoming data over the past month, including the nAugust employment report, clearly points to a slowing US economy with
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GS--Global equities lost 3.7%, Cyclicals vs

Global equities lost 3.7% last week, with safe assetsoutperforming (Exhibit 4). Our Risk Appetite Indicator
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MS--PnL Resilient Amidst Market Sell-Off; Selling of Global Equities Relatively Small

Weekly HF Highlights:PnL Resilient Amidst Market Sell-Off; Selling of Global Equities Relatively
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