海外研报

MS - Meta Platforms - META Advances its Hardware and Software AI

We highlight 3 key advancements across META's hardware and

GS--Natural Gas_ Front-loaded production to back-load $4 Henry Hub

US gas markets continue to approach the turning point where gas prices will, in

Barclays_Shell Plc A decent update_20241007

We expect a slightly positive reaction to Shell’s trading

Viewpoint On The Cutting Room Floor

As the Federal Reserve (Fed) begins the first easing cycle in four years, our base

US Daily: June CPI Preview (Hill/Walker)

We expect a 0.21% increase in June core CPI (vs. 0.2% consensus),corresponding to a year-over-year rate of 3.43% (vs. 3.4% consensus). We

GS--TOPIX down -1.0% wow as yen strengthens; FX and Japanese equities

Summary of the weekTOPIX: 2,571.14 (-1.0%) / NK225: 36,581.76 (0.5%)n Top sectors: Air Transport, Electrical Machinery

US MARKET INTELLIGENCE:MACRO WEEK AHEAD

SEP 16- Empire Mig at 8-30am ET.SEP 17 - Retail Sales and NY Fed Services Business Activity at 8:30am ET.

UBS_WA (30)

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

GS--GS TWIG Notes: This Week in Global Research - September 20, 2024

Fed functionality: cut rates, buy stocks… as long as growth is goodn David Mericle and team now see a faster path for the Fed to cut rates down to

GS--EM Equity Strategy: Mutual Fund Positioning

With recent market volatility, positioning is at the forefront of investors’ minds. Inthis report, we focus on fund flow trends and investor positioning in EM and Asia,