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SocGen - Multi Asset Portfolio - Cracks in US exceptionalism

Societe Generale (“SG”) does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that SG may
海外研报

GS--Affirm Holdings (AFRM): Communacopia + Technology Conference — Key Takeaways

Moderated by: Will Nance, Payments and Financial Technology, Goldman SachsBottom Line: Overall, mgmt remained confident in the runway ahead of them, with
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GD--CONFIDENCE CRISIS CONTINUES

The ghost of poor fiscal-policy decisions taken by previous Workers’ Party (PT) governments
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GS--UK Today_ Big Oils _ Encore_ Buy Flutter _ GOAL Positioning _ G10 Inflation

Big Oils – screening for resilience and idiosyncratic growth – With 3Q coming to a
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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
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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
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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.
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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
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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
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Asia Macro Weekly

Malaysia’s investment approvals maintained a robust pace in Q1 2024 after rising to an all-time high in 2023. Investments accelerated in the
海外研报