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BJ--S&P 500 Futures Intraday Roll Cost Monitor

Intraday on Sep 10, the S&P 500 e-mini futures roll traded 70bps (VWAP) to Fed Funds using bottom-up divsThe volume weighted roll cost for the quarter is 73bps rich
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GS--Americas Telecom Services: Communacopia + Technology Conference 2024

Presenters: Andrew Lipman, Partner, Morgan LewisBottom line: We have three key takeaways: (1) Mr. Lipman believe the FCC will
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GS--Positioning for a cutting cycle in EM equities? Focus on ‘late-cutters’,

Fed cuts to start, EM cutting cycles to broaden outEM equities have recovered through a volatile summer end, on increasing
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GS--Communacopia + Technology Conference — Key Takeaways

Moderated by: Will Nance, Payments and Financial Technology, Goldman SachsBottom Line: Mastercard mgmt continues to see a consumer supported by a strong
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GS--India Pharma: Aug’24 Pulse Check: Export tracker

We analyse the export data of key CRDMO companies for Aug’24 to get the senseof the latest trends in the market. At a company-specific level, the current month’s
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A small step for the dollar or a giant leap against it?

USD levels. There is still no sign of anything on the EUR side that could contribute to thismovement. See figure above.
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GS--Global Markets Daily: Historical Yield Curve Dis-Inversion Episodes and Cross-Asset Performance

In the past couple of weeks, the US 10s2s yield curve dis-inverted for the first ntime since July 2022 following a more dovish repricing of central bank cutting
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PM_EMASIA18Sep24

Indonesian export growth surprised comfortably to the upside in August, accelerating to a 19-month high of
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PM_EZ18Sep24

Media reports suggest Rome thinks it will undershoot its deficit target this year, as revenues have come in
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PM_LATAM18Sep24

Argentina’s inflation battle remains intense, as the latest data show consumer prices increased more than expected
海外研报