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GS--Brazil: Copom—Time to Walk-the-Walk and Hike, But Despacito (Ramos)

We expect the Copom to validate a moderate relatively short rate hiking cycle,starting with a 25bp hike at the September 18 meeting. In our assessment rate
海外研报

Cheney Reaction Global Daily

Friday’s US payrolls report was supposed to settle the question of whether the Fed would be cutting by 25bps next week, or 50. On Thursday of last week the OIS futures had 33.8bps of cuts
海外研报

GS--Positioned for a prolonged cycle

In 2Q24, we saw topline weakness/misses due to a prolonged slowdown and risingdownside risks in macro and persistent deflationary pressure as well as companies’
海外研报

GS--China Semis Tour : 3Peak visit: Automotive and data center analog products as new drivers;

We hosted 3Peak (688536.SS, Not Covered) management during China TechTour in Shanghai on Sep 7th, 2024. Key investor focus centered on 2H24 outlook,
海外研报

GS--Prefer leading players in a prolonged cycle; Downgrade Gujing to Neutral

We have revisited the growth pace, capacity expansion pace, and our target P/Emultiple assumptions for our China Spirits coverage to better reflect their
海外研报

Citi_The Point for Asia Pacific Tuesday, 10 September

Apple, Inc. (AAPL.O) - Apple Event First TakeApple introduced the new iPhone 16 family, Apple Watch Series 10 and AirPods 4,
海外研报

Citi_US Economics CPI Preview – Benign CPI in August leaves activity data more importanT

Inflation data are quickly taking a backseat to labor market data in terms of relevance for Fed policy decisions, but with an inconclusive August
海外研报

DB--Poised to reshape multiple industries

In conjunction with our US Autos resumption of coverage, we take a closer look at Tesla's upcoming Robotaxi Day (10/10), advantages in autonomous driving, and
海外研报

DB--Navigating through uncertain times

We resume coverage of US Autos & Auto Technology (17 stocks) including automakers and suppliers. In the face of growing uncertainty about industry
海外研报

EW--Risk recovery and Fed cuts bodes well for EM outperformance

Macro focus: The incoming data over the past month, including the August employment report, clearly points to a slowing US economy with restrictive
海外研报