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1H24 NI in line, dividend hike despite weakened cash collection; Buy

COPL reported 1H24 results with net profit growth intact mainly attributed tostronger-than-expected GPM (largely driven by VAS profitability outperformance). We
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Commodity Call-OPEC facing new realities

Crude oil prices have remained under pressure, despite the best efforts of OPEC. With a weakening outlook weighing on sentiment, OPEC faces an -
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DB Tech Conference Takeaways

Process technology roadmap on trackDespite a challenging market externally, INTC continues to make progress
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Slightly Better F2Q; Focus shifts to AgentForce

Salesforce’s F2Q results were slightly ahead of expectations as execution seemed to improve from F1Q against a still-challenging demand environment which was
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EM easing cycle to widen out

Macro focus: Diminishing US growth exceptionalism and the Fed’s articulation that the start of the easing cycle is imminent should relax the constraints on EM
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German Headline Inflation Notably Below Consensus

BOTTOM LINE: German headline HICP inflation was 2.0%yoy in August, notablybelow our forecast, tracking estimate and consensus expectations of 2.2%yoy, and
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Spanish Headline Inflation Surprises Slightly to the Downside

BOTTOM LINE: Spanish flash headline HICP inflation was 2.4%yoy in August, belowconsensus expectations, while core CPI inflation decreased one-tenth of a
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Stable fundamentals but shifting priorities

What we took away from 2Q earningsNet leverage balance sheet liquidity and interest coverage remained overall n
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Global Markets Daily: Elevated US Rates Volatility Likely to Persist Into Fed Cuts (Zu)

Implied volatility in US rates remains elevated despite the rapid normalization in nrisk asset vol following the spike at the start of the month. In today’s Daily, we
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GS EUROPEAN EXPRESS: Powering Up Europe

Powering Up Europe – inflecting demand – Earlier this year, we noted Europe couldsoon experience an inflection in power demand. We now point out something the
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