海外研报
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SALES COMMENTARY ONLY (NOT A PRODUCT OF RESEARCH)
While earnings are off to a strong start – 78% beating an already high “hurdle” and 2Q24 EPS estimates revised higher to +10.2% – mega cap tech results
海外研报
2024年07月30日
An unlikely source of mid-weekvolatility
Financial markets had a volatile day on Wednesday, with Treasuries performingpoorly. There were various factors to point to for the volatility(weak Eurozone PMlsdovish Dudleyarticle, soft5yauction), butoneunlikely source ofthis volatility mighthave
海外研报
2024年07月30日
GOAL Kickstart Summer data-only update
This research is for our clients only. Other than disclosures relating to Goldman Sachs, this research is based on current public information that we consider reliable, but we do not represent it is accurate or
海外研报
2024年07月30日
Commodities Technical Advantage Oil’s Bermuda triangle is nearing an end
View: Oil’s Bermuda triangle is nearing an endOil prices have been trading in a narrowing range, or a triangle pattern, for over a year
海外研报
2024年07月30日
US Daily: Some Encouraging News on Shelter Inflation (Walker)
The latest release of the Bureau of Labor Statistics’ (BLS) All Tenant RegressedRent (ATR) Index showed -1.1% annualized rent growth for Q2. Because the ATR
海外研报
2024年07月30日
The Pulse of the Market Monitoring Earnings, The Rotation Trade, and The Pullback
In Pulse, we tackle hot topics and updates on our high frequency indicators. The three big things you need to know: First, earnings season has been fine so far, and what we’ve read has
海外研报
2024年07月30日
GBP: mind the black hole
The GBP rally – which has come to define the G10 FX market so far this year –has lost momentum of late amidst returning risk aversion. The GBP has been
海外研报
2024年07月30日
MSFT Partner Survey; SMiD Internet; APPF, CFLT, QCOM, TENB, VRNS, XRX
The current market rotation appears to be in its final stages. Today, the market saw outperformance in Growth(.PGPURE) and Quality (.JPOPURE) sectors, indicating that the rotation is nearing its end. This rotation is primarilydriven by crowding
海外研报
2024年07月30日
US rates forecast update
The resulting baseline forecast has the 10y UST yield at 4.25% at year-end, withyields across the curve modestly above forwards.The forecastgenerally sees front.end spreads (2s5s) a bit flatter than forwards, reflecting a more gradual pace of
海外研报
2024年07月30日
Europe Non Research Other
From a curo perspeclive not much to say really, in all the vol elsewhere ifs hardly moved so dontto dedicate too much timeto it Al l wil say is that the EcB is silikely lo be chipping away on
海外研报
2024年07月30日
