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GS--Snowflake Inc. (SNOW): Communacopia + Technology Conference 2024 — Key Takeaways

New CEO, Dr. Sridhar Ramaswamy, continues executing against his visionfor the company: Snowflake discussed how the recently appointed CEO,
海外研报

Start Small or Begin Big?

attempted to look past recession fears, while the European Central Bank cut rates by25bps in its September meeting. The ECB in particular left its policy guidance for rate
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BofA--Global FX Weekly Powell s victory lap- Draghi s frustration_20240913

G10. US soft landing and Fed still main market drivers. Draghi shows the way in Europe. EM. More conservative Fed pricing to weight on EM FX.
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GS--Positioning for a cutting cycle in EM equities? Focus on ‘late-cutters’,

Fed cuts to start, EM cutting cycles to broaden outEM equities have recovered through a volatile summer end, on increasing
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FOM--to_cut_by_25bp_and_by_200bp_over_the_cycle_1

We expect the Federal Open Market Committee (FOMC) to start its easing cycle with a 25bp cut at its policy meeting next week. All up we expect
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Friday The 13th: The Cutting Cycle

Market speculation about a 50 bps rate cut by the Fed next week returned overnight after the Financial Times and the Wall Street Journal called the Fed’s rate choice between 25 and 50 bps
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GS--KOSPI rebounded by 1% despite sustained semi weakness

KOSPI rebounded by 1% despite sustained semiweakness ahead of Chuseok holiday. The Steel,
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MS-- Global Macro Commentary

ECB cuts by 25bp; sell-off in European duration; USTs marginally cheapen; BoJ's Tamura says BoJ policy rate should be at least
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MS-- September 13

STIR pricing implies higher probability of a 50bp cut in September; USTs bull-steepen; demand for long-end JGBs; China
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GS--Toast Inc. (TOST): Communacopia + Technology Conference — Key Takeaways

Presenters: Aman Narang, Co-Founder & CEO; Elena Gomez, CFOModerated by: Will Nance, Payments and Financial Technology, Goldman Sachs
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