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Asia FX Weekly - Undervalued Southeast Asian currencies likely to recover further

It was a week with major market moves including here in Asia. The most important event was that Fed kicked off its easing cycle with a jumbo 50bps cut in
海外研报

GS--HK & Macau – A Tale of Two Cities

Asia credit spreads tightened over the past week, as bothAsia IG and HY performed well as treasury yields rose. Risk
海外研报

GS--Dallas Data Center Trip: Remain Bullish on Power Demand and Capex Inflection

We emerge from our Dallas Data Center/Power Demand field trip meetings onSeptember 18 bullish on the power demand inflection, particularly in Texas, and the
海外研报

GS--What’s Powering Your Services Recap - 9/20/24

This week in Business & Information Services, we published our 3Q RentalSentiment Survey and found relatively stable growth expectations over the next six
海外研报

GS--Americas Benchmarking Software_ CAC meaningfully increases in consecutive quarters

2Q24 customer acquisition cost (CAC) meaningfully increased QoQ in oursoftware sample set for the second consecutive quarter. This increase in CAC is
海外研报

BofA_T-Mobile US_20240920

Guiding to sector leading growth; PO to $220T-Mobile’s (TMUS) capital markets day (CMD) focused on its growth plans through
海外研报

GS--AEJ Week Ahead: Korea 20-day exports, Taiwan IP,

Scheduled key data releases for the coming week in Asia ex-Japan includeSeptember 20-day exports in Korea, August industrial production in Taiwan, and
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GD--BOJ PAUSES FOR THOUGHT BEFORE THE NEXT HIKE

Same playbook, no surprises. The overnight call rate was maintained at 0.25% today and the BoJ still sees the
海外研报

GS--GOAL: Asset Allocation From rates to growth - Neutral 3m and looking to re-risk

Growth, inflation and policy can disconnect along the business cycleAverage expanding z-score of macro and market variables across growth, inflation, and policy
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BofA_The RIC Report Between a stock and a hard place_20240917

The teetering tactical case for stocksUntil the data improve or the Fed panics, we are tactically more cautious. Move up in
海外研报