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GS--Week commencing 23 September 2024

Australia & NZ Economics Analyst: The Millennial Recession (Nixon): Weestimate ‘Millennial’ households have experienced a very sharp decline in their
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GS--Australia Energy: WA domestic gas policy update allows 20%

The West Australian Government has released an update to the state’s domestic gaspolicy, allowing up to 20% of gas production from new onshore projects to be
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Barclays_U.S. Equity Strategy Food for Thought- Value vs. Growth, Post-Rate

In past non-recessionary rate cutting cycles, median Valuereturns surpassed those of Growth immediately after the "first"
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BMO - S&P 500 Target Update

Through the first eight trading days of the month, it appeared that September was well on its way to living up to its worst month of the year moniker with the S&P 500 at one
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BofA - Hartnett - The Flow Show 50 for the Little Guy_20240920

Scores on the Doors: gold 25.0%, crypto 17.3%, stocks 17.3%, HY bonds 8.3%, IG bonds 5.4%, cash 3.9%, commodities 2.6%, govt bonds 2.1%, oil 0.5%, US$ -0.7% YTD.
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BofA - Who Makes the Data Center - primer picks

Alongside our Who Makes the Data Center report......we identify vendors who should stand to benefit. This cross-sector report captures
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BofA_Fed goes 50 – implications for SMID caps_20240919

The Fed cut 50bp yesterday. While our economists’ read on the press conference tone and dot plot were hawkish, they now pencil in another 75bp of cuts in 4Q and 125bp in
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BofA_FedEx Corp_20240920

Miss on mix pressure, savings fall short, sees big 2H rampFedEx’s shares are bid down 11% or $33 in after hours trading as results missed targets
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BofA_Global Economic Weekly The Powell put comes too early_20240920

Global Letter: The Powell put comes too earlyWith US growth somewhat above potential, a strong consumer, the stock market at
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BofA_The RIC Report Between a stock and a hard place_20240917

The teetering tactical case for stocksUntil the data improve or the Fed panics, we are tactically more cautious. Move up in
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