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precision-insights-em-august-2024

We outline our latest views on emerging market (EM) single countries, updated regularly to reflect the latest macro and .
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Quick RIC - Between a stock and a hard place

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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GS--Takeaways from Digital Forum: Underappreciated Technology Value

We attended the SLB Digital Forum in Monaco, which broughttogether 1,400 customers and technology partners, and highlighted
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Taboo--Global Daily Market comments

This week we learned how (not) to say you believe you may be behind the curve without saying you are behind the curve, like a bad game of Taboo. Markets continued to celebrate the outsized
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GS--The consumer, savings and stock performance

UK households benefit from positive real incomegrowth; the latest labour market data show private sector
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US Election Cheatsheet_ All facts, no fiction

We address 12 frequently asked US election questions - whether you just want to brush up on basics or understand
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GS--What’s Next in Gas: Potential Ukraine transit deal poses downside risk to our TTF forecast

News today (September 19th) of a potential deal between Ukraine andAzerbaijan that would effectively prevent the halt of the remaining 42 mcm/d of
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Why High Yield Now?

We’ve often heard that European High Yield spreads are tight (currently ~370bps), and that prices need to fall (and yields rise) before the credit cycle can ultimately
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DB_Commitment of Traders_20240920

Interest Rates: Speculators were bearish in Treasury futures, extending their net short positions by 134K contracts in TY equivalents over the week
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MS - European Equity Strategy - Demystifying Cyclicals vs Defensives_20240917

The recent sharp underperformance of cyclicals vs defensives is almost exactly in-line with the soft landing playbook (both 1995-
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