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US MARKET INTELLIGENCE: MACRO WEEK AHEAD

AUG 26- Durable Goods and Cap Goods at 8:30am ET. Dallas Fed Mfg. Activity at10:30am ET.AUG 27 - FHFA House Price index and House Price Purchase Index at 9am ET. Conf.Board Consumer Confidence/Present
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Reiterate Buy rating (on Conviction List) on Potential

We reiterate our Buy rating on NVDA (also on the Conviction List)ahead of FY2Q (July) results scheduled for August 28 (post market
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Exchange volumes remain a bright spot within Cap Mkts 3QTD

More than halfway through 3Q24, we take a look at capitalmarkets KPIs and its impact on revenue trends across the
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Patience and persistence pay off for Pampa Energia

Move to OW on scale, trajectory, fundamentals & strategyPampa Energiía has been able to maintain low leverage, high liquidity while still
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High Frequency Monitor Safety net

Global equities rallied on a prospective Fed rate cutThe MSCI AC World Index rallied +1.7% last week on expectations the US Fed rate cut
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AUD mid-year update: bullish but China & positioning cap upside

AUD: rates tailwind… We continue to see the AUD gradually higher over the next few quarters (year-end ’24 forecast: 0.69/ year-end ’25: 0.72) but near-term upside is likely to be capped by the
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Basis Trade Growth Is Massive

(Bloomberg Intelligence) -- Leveraged net shorts of Treasury futures have surged to a historic $1.1trillion in notional value, accelerating 38% in the past four months. While the record short position
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Bits & pieces

UnDebtfeatable - The indications are strong that regardless of who wins the US election additional deficits and debt are coming down the pipeline – it’s out of control and can’t be
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Global Economics Weekly Key Global Data

A summary of forthcoming data releases and market-moving
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Food for Thought: Potential Catalysts to Watch

SPX forward volatility term structure illustrates how equitymarkets are keeping eyes on the Fed, jobs and inflation as a
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