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Ratings and Target Price Changes - August 7, 2024 as of 5:30 AM ET

Macro/Globaln Asia-Pacific Portfolio Strategy, Moe: Weathering summer storms
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Robust headline growth with underlying weakness

Indonesia’s 2Q24 real GDP growth printed at 5.05% yoy, a tad higher than our expectation of 5.04% and lower than the 5.1% recorded for 1Q24. While a weak deflator
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All eyes on equities as we head into data doldrums

The Australian dollar is like an itch I can’t stop scratching. In the first few months of this year, it suffered from a steady downward revision in growth forecasts relative to the US, but in recent
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Opportunities in NJA local markets after overshoot

1. Wild price action in Asian local markets post US July employment report.Markets have experienced a sharp de-risking and unwind of carry trades (particularly
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Macro2Market Views Post the MacroMania

The super-macro week of late July/early August led to a volatile adjustment in pricing and positioning. As the dust settles, we remain vigilant and unconvinced that the coast is clear.
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Earnings-day volatility at 14-year highs

We analyzed the earnings day moves of the 362 S&P 500 stocks that havereported so far this earnings season and compared them with the past 18
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a complete exit from deflation after the next global economic cyclical recovery

Despite stagnant domestic demand, the BoJ's premature lifting of its negative interest rate policy and additional rate hike put downward pressure on the credit
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Weekly FX summary – 5 August 2024

quo on Wednesday. Mexico and India to stand pat on Thursday. China trade data on Wednesday and CPI on Friday.
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ROTATION, RESET OR BOTH?

The mid-summer equity sell-off is as much about rotation as it is a market resetamplified by technical factors against the backdrop of a sharp yen rally, signs of
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GS Utilities Daily: Siemens Energy: Solid Q3 numbers, cash flow guidance upgraded

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,
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