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learer Path to Achieving Long-Term Growth Targets

We are upgrading Autodesk to Neutral (from Sell), increasing ourPrice Target to $295 (from $225). Our Sell thesis was predicated on
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Short long summer

Risks remain balanced for EUAs, although we think a move towards (and potentially below) our fair-value 3Q24 price of €70/t is most likely. We think the risks for this
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Google Ad Tech Vs. DoJ (Round Two)

The Key Take-Away: Google’s second monopoly trial starts next week in a VA district court. Incontrast to the Search trial and decision, we don’t think investors should worry too much about
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The Harris Bounce--US special 01

With Kamala Harris on top of the Democratic ticket, the odds for the Democrats have dramatically improved. After weeks of media hype and her nomination at the Democratic
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Upgrade to Overweight

Attractive business mix into rate cuts: Unlike most other banks, DBK gets less than 50% ofits revenues from NII (DBK 47% vs. median bank 66%). With rate cuts expected to accelerate
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Taiwan: August Inflation Inches Down

Taiwan’s headline CPI inflation inched down to 2.4% yoy in August from 2.5% theprevious month after three months of acceleration. The outcome was above
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Federal Reserve Watch Fork in the road

We look for a solid August jobs reportWe are expecting nonfarm payrolls to increase by an above-consensus 200k in Friday's
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Final Destination--Global Daily

Yesterday, stocks were mostly down, but Nividia was up after refuting its DOJ subpoena story; oillower after an aborted rally; Treasury yields down as the US curve disinverted; and JPY up.
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The Point for Asia Pacific Tuesday, 03 September 2024

We recently asked investors what their expectations were for GMG underlying EPS growth. The results were mixed with 26% of respondents expecting results in line
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SALES & TRADING COMMENTARY (Not a product of MS Research) FOR INSTITUTIONAL USE ONLY

The market is struggling with challenges of a semiconductor selloff and broader growth slowdown (related, but not 100% the same) against a backdrop of September
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