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GS--Taiwan: August Exports—Sustained Strength on Tech and US Demand

Taiwan’s exports rose 8.4% mom sa in August, rebounding sharply from acontraction of 1.7% the previous month. The outcome was well above expectations.
海外研报

Curvature Securities, LLC September 3, 2024

The SEC dropped a bomb on the market back in 2022. They proposed mandating central clearing in the U.S. Treasury market. The goal was to make the market more secure during times of stress. All
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UBS - Rebecca Cheong - I am turning tactically bearish next 2 months (at least -10%) – IWM,

Over the last two weeks, market internal has deteriorated to be the worst YTD. Current condition is also the most vulnerable in 6 years – which means any small
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US Autos & Industrial Tech_ 2024 Communacopia + Technology conference preview

We will host fireside chats and/or small group meetings with 12 companies (RIVN, F,TSLA, APTV, MBLY, AUR, SYM, CHPT, ST, KEYS, FLEX and VRT) at the Goldman
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US Week Ahead_ September 9 – September 15

The key economic data releases this week are the CPI report on Wednesday and theUniversity of Michigan report on Friday. Fed officials are not expected to comment
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US_Inflation_Monthly_August_CPI_preview

We expect core Consumer Price Index (CPI) inflation to have risen 0.21% m/m and headline CPI inflation to rise by 0.13% in August. In year-on-year terms,
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US_Pulse_limited_appetite_from_Fed_for_a_50bp_cut

US Pulse: limited appetite from Fed for a 50bp cutThe market is pricing a roughly 30% chance of a 50bp cut to the federal funds
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GS--AT&T Inc. (T): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: We have three key takeaways: (1) Management continues to expect anormalization in the wireless industry, but has not seen this occur. The company
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BNP--INVESTORS SET TO INCREASE HEDGE FUND EQUITY BETS BY YEAR-END

Equity remains by far the most popular strategy, with 61% of investors planning to allocate to it in H2 2024. This is followed by
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BofA --Securities Equity Client Flow Trends

Single stocks > ETFs:Last week, during which the S&P 500 was -4.2% (worst week since Mar‘23), BofA Securities clients were net buyers of US equities
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