海外研报

GS--Unity Software Inc. (U): Communacopia + Technology Conference 2024 — Key Takeaways

Strategic initiatives: Management highlighted focus on the stability of theplatform, discipline in strategy and improved, and consistent execution. While

GS--Upwork Inc. (UPWK): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted Upwork President & CEO, Hayden Brown, at theCommunacopia + Technology Conference.

GS--Upwork Inc. (UPWK): Communacopia + Technology Conference 2024 06

Presenters: We hosted Upwork President & CEO, Hayden Brown, at theCommunacopia + Technology Conference.

GS--Verizon Communications (VZ): Communacopia + Technology Conference 2024

Presenters: Hans Vestberg, Chairman & CEOBottom line: We have three key takeaways: (1) the company is bullish on the

GS--Zoom Video Communications Inc. (ZM): Communacopia + Technology Conference 2024

Presenter(s): We hosted Zoom’s CEO Eric Yuan as part of our Communacopia +Technology conference.

Friday The 13th: The Cutting Cycle

Market speculation about a 50 bps rate cut by the Fed next week returned overnight after the Financial Times and the Wall Street Journal called the Fed’s rate choice between 25 and 50 bps

GS--Global Markets Comment: The US Election and Asset Markets—A New Match-Up (Wilson/Chang)

The US election has seen dramatic shifts in recent weeks, culminating inPresident Biden’s decision to exit the race and setting the stage for a new

GS--Drawdown Risk | EU REITs | Transport Chartbook |

Post the early August sell-off, global equities have remained volatile with investorsquestioning whether to ‘buy the dip’ or if there was risk of another drawdown. While

GS--KOSPI rebounded by 1% despite sustained semi weakness

KOSPI rebounded by 1% despite sustained semiweakness ahead of Chuseok holiday. The Steel,

IDEA--It's About to Go Down

The first cut is now at hand. We expect the FOMC statement to reflect Chair Powell's view that unemployment is at equilibrium,