海外研报

SocGen - Market Wrap-up - Is it time to rethink our credit view.

The markets had a positive start to the session ahead of the US CPI numbers, with equity indices gaining around half a percentage point and sovereign bond yields falling by a

SocGen - On Our Minds - BoE preview – on hold and a further £100bn QT envelope

August’s narrow vote in favour of a cut, with some members who voted for the cut describing the decision as “finely balanced”, implies that the MPC will proceed

GS--USA: UMichigan Sentiment Above Expectations

BOTTOM LINE: The University of Michigan’s index of consumer sentimentincreased in the September preliminary report, slightly above consensus

GS--Weekly Fund Flows Bond Flow Volatility Remains High

Global fund flows, week ending September 11n Flows into mutual funds and related investment products showed net outflows

GS--Atlassian Corp. (TEAM): Communacopia + Technology Conference 2024 — Key Takeaways

Presenter(s): We hosted Atlassian’s SVP of Enterprise and Platform Tiffany To as partof our Communacopia + Technology conference.

GS--Autodesk Inc. (ADSK): Communacopia + Technology Conference 2024 — Key Takeaways

Presenter(s): We hosted Autodesk’s EVP & CTO, Raji Arasu, and VP of InvestorRelations, Simon Mays-Smith as part of our Communacopia + Technology

GS--Capgemini (CAPP.PA): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: Aiman Ezzat, CEO at Capgemini, presented at the Communacopia +Technology Conference.

GS--Charter Communications Inc. (CHTR): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: We have three key takeaways: (1) The company sees ACP losses goingbetter than expected thus far; (2) Charter believes its competitive value proposition

GS--Cognizant Technology Solutions (CTSH): Communacopia +

Presenters: Surya Gummadi, EVP and President Americas; Tyler Scott, VicePresident and Head of Investor Relations

GS--Deliveroo (ROO.L): Communacopia + Technology Conference — Key Takeaways

Presenters: We hosted Deliveroo Founder and CEO Will Shu and CFO Scilla Grimbleat the Communacopia + Technology Conference.