海外研报

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

CitiFX Wire | Technicals

NOT A PRODUCT OF CITI RESEARCH – THIS IS MARKET COMMENTARY INTENDED FOR INSTITUTIONALCLIENTS ONLY. CLIENTS SUBJECT TO MIFID SHOULD NOT READ THE INFORMATION BELOW UNLESS

Monetary Policy Expectations Analysis

The opinions and research contained in this document (in the form of text, image, video or audio) are (a) not personal financial advice nor financial advice about any product or service; (b) provided for

Global: GS Economic Indicators Update: Wage Growth Continues to Soften in the Euro Area

Please find an update of our proprietary global economic indicators below. The data

MORNING BRIEFING INTERNATIONAL MARKET INTELLIGENCE:

OVERNIGHT BRIEFEU/US trade: European Equities were lower on elevated volumes (SXXP .1%, $X5E -1.3%).Tech stocks retreated the most

GS Healthcare: Back-to-School Kickstart

Performance, Valuations, Revisions. On the year, HC is still middle-of-the-pack n(+15% vs SPX +19%) albeit with improved performance in the first two months

GS UK Today: AI | Encore: Buy AstraZeneca, Wise

AI – to buy, or not to buy – The technology sector has generated 32% of the Global

HFs Sellers of N. Am Equities Despite Market Breadth Improving

Volumes remained lower ahead of the holiday weekend, however the market posted notable signs of improving breadth as the equal

Telecom KPIs: Mobile ARPU bottoming out, but competition for subscribers intensifying

Mobile service revenue at the three major MNOs (NTT DoCoMo, KDDI, and nSoftbank) in April-June 2024 totaled ¥1,383.9 bn (-0.4% yoy/-¥4.9 bn yoy).

AI: To buy, or not to buy, that is the question

The technology sector has generated 32% of the Global equity return and40% of the US equity market return since 2010. This has reflected