海外研报

GS--Communacopia + Technology Conference 2024 — Key Takeaways02

Bottom line: We have three key takeaways: (1) IBM sees solid underlying demandin infrastructure Software despite weaker discretionary spending (which is a

GS-- Communacopia + Technology Conference 2024 — Key Takeaways01

Bottom line: We have three key takeaways: (1) IBM sees solid underlying demandin infrastructure Software despite weaker discretionary spending (which is a

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--USA: UMichigan Sentiment Above Expectations

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

USA_ Core Import Prices Decrease Below Expectations

BOTTOM LINE: Import prices and import prices ex-petroleum decreased in August,below consensus expectations. Following this morning’s import price data, we

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

SocGen - On Our Minds - LDP presidential election and future economic policy

The LDP presidential election is to be held on 27 September. A record nine people have announced their candidacy. As Diet members’ votes are expected to be dispersed among

GS--Unity Software Inc. (U): Communacopia + Technology Conference 2024 — Key Takeaways

Strategic initiatives: Management highlighted focus on the stability of theplatform, discipline in strategy and improved, and consistent execution. While

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

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