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Japan Equities and the Yen

Incoming economic　data may drive a further unwinding of JPY carry trades/FXhedged activity from overseas equity investors. We retain a bullish JPY skew.
海外研报

The Weekly Worldview: The cycles advance

Last week was marked by three key central bank decisions. The BoJ hiked for the first time after ending negative interest rate policy (and specified a plan to reduce
海外研报

Answering your questions on Japan macro developments

The US growth scare coupled with a hawkish BoJ have contributed to high volatility in Japan's asset markets. We assess
海外研报

Gen AI: Who is spending what? Where will revenues come from? The ultimate industry model.

The world will spend $105bn on XPUs in 2024, i.e.$210bn in AI capex, up 10x vs. 2020.
海外研报

On Our Minds RBI: Growth optimism behind hawkish stance

The RBI kept the policy rate (at 6.5%) and the policy stance (withdrawal of accommodation) unchanged during its monetary policy meeting in August
海外研报

Some relief, however the risks still remain

The market began the week with a broad-based risk-off sentiment on Monday, and the continued carry trade unwinding pushed the USD/JPY and USD/CNY
海外研报

European Contextual Diary The Week Ahead

In this note we preview the coming week's corporate events Below we highlight three key events for next week. Please see this excel for a full list of
海外研报

UK Weekly Kickstart Summer data-only update

General disclosuresThis research is for our clients only. Other than disclosures relating to Goldman Sachs, this research is based on current public
海外研报

US Weekly Kickstart

The S&P 500 ended flat this week after partially recovering from the steep sell-off that started last Thursday and intensified on Monday. Weak
海外研报

Mizuho China Weekly Outlook

China’s CPI rose by 0.5% YoY in July, surpassing market expectations. However, this uptick in the inflation rate was helped by stabilizing food prices rather than improved consumer demand. Food prices in July
海外研报