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GS--Toast Inc. (TOST): Communacopia + Technology Conference — Key Takeaways

Presenters: Aman Narang, Co-Founder & CEO; Elena Gomez, CFOModerated by: Will Nance, Payments and Financial Technology, Goldman Sachs
海外研报

GS--Verisk Analytics Inc. (VRSK): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: VRSK’s CFO Elizabeth Mann presented at the GS Communacopia +Technology Conference 2024
海外研报

Visa Inc. (V): Communacopia + Technology Conference — Key Takeaways

Moderated by: Will Nance, Payments and Financial Technology, Goldman SachsBottom Line: Mgmt remains confident in the long-term growth profile of the
海外研报

GS--Walmart Inc. (WMT): Communacopia + Technology Conference — Key Takeaways

Presenters: We hosted Seth Dallaire, Executive Vice President and Chief RevenueOfficer of Walmart, at the Communacopia + Technology Conference.
海外研报

GS--Workday Inc. (WDAY): Communacopia + Technology Conference 2024 — Key Takeaways

Presenter(s): We hosted Workday’s CEO Carl Eschenbach as part of ourCommunacopia + Technology conference.
海外研报

GS--ZipRecruiter Inc. (ZIP): Communacopia + Technology Conference — Key Takeaways

Presenters: We hosted Ian Siegel, CEO, and Tim Yarbrough, CFO, of ZipRecruiterat the Communacopia + Technology Conference.
海外研报

GD--PATH FOR BOE EASING CYCLE IS CLEARING

No surprises from the latest UK CPI report, which showed annual headline inflation at 2.2% and non-core CPI indeflation (-2.5%) for the fifth consecutive month in August. Services inflation picked up (5.6% vs 5.2% YoY in July)
海外研报

And what do we expect?

y boss Uli already wrote enough yesterday about why a 50 basis point interest rate cut,if it were to come from the Fed tonight, would be negative for the dollar: that the Fed's
海外研报

BofA - Savita Subramanian - Quantitative Profiles Factors for the first Fed cut_20240916

Cut beneficiaries include Quality, Momentum, Cash returnOur economists expect the Fed to commence rate cuts at the Fed meeting this
海外研报

BofA Monthly HF Update August 2024

Equity L/S leads: YTD, Equity L/S leads at 10.7%, followed by Relative Value at 8.8%, then Multi-Strategy at 7.6%.1Most HF strategies generated
海外研报