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GD--BOJ PAUSES FOR THOUGHT BEFORE THE NEXT HIKE

Same playbook, no surprises. The overnight call rate was maintained at 0.25% today and the BoJ still sees the
海外研报

GS--AEJ Week Ahead: Korea 20-day exports, Taiwan IP,

Scheduled key data releases for the coming week in Asia ex-Japan includeSeptember 20-day exports in Korea, August industrial production in Taiwan, and
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GS--Americas Benchmarking Software_ CAC meaningfully increases in consecutive quarters

2Q24 customer acquisition cost (CAC) meaningfully increased QoQ in oursoftware sample set for the second consecutive quarter. This increase in CAC is
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GS--What’s Powering Your Services Recap - 9/20/24

This week in Business & Information Services, we published our 3Q RentalSentiment Survey and found relatively stable growth expectations over the next six
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GS--Dallas Data Center Trip: Remain Bullish on Power Demand and Capex Inflection

We emerge from our Dallas Data Center/Power Demand field trip meetings onSeptember 18 bullish on the power demand inflection, particularly in Texas, and the
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GS--HK & Macau – A Tale of Two Cities

Asia credit spreads tightened over the past week, as bothAsia IG and HY performed well as treasury yields rose. Risk
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Asia FX Weekly - Undervalued Southeast Asian currencies likely to recover further

It was a week with major market moves including here in Asia. The most important event was that Fed kicked off its easing cycle with a jumbo 50bps cut in
海外研报

UBS--Asian bonds

Recent economic data—including inflation, jobless claims, andconsumer spending indicators—continue to signal a soft landing for
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USB--Asia ex-Japan equities

Regional inflation should remain subdued. Cash rates in Asiashould edge lower, as many Asian central banks are set to follow
海外研报

GS--MXAPJ gained 3% further, driven by a 5% rebound in HK

MXAPJ gained 3%, led by Hong Kong, China offshore (+5%each), and Philippines (+4%), with most other Asian markets
海外研报