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GS UK Today: Glencore H1 Results | ITM Power | UK Retail | US Macro

Earnings First Take: Glencore Glencore - 1H first take - Revenue came in much higher primarily due to higher
海外研报

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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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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Japan: main points of Japan’s economic outlook

Due to remaining structural deflationary pressures indicated by the abnormal positive corporate savings rate, the global economic
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30y JGB auction preview: Market turbulence liable to weigh on sentiment

・ Greater clarity on the BOJ JGB purchase tapering frontThe BOJ's "detailed plan" for tapering back its JGB absorption released on 31 July points
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MORNING BRIEFING INTERNATIONAL MARKET INTELLIGENCE

Asia Trade: APAC stocks (0.8%) continued their recent rebound this moring. in Japan, NKY(1.296) recovered from carly losses and was boosled by Uchida's commenls that BOJ
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Macro at a Glance: Latest views and forecasts

n Revised our Fed policy path expectations to include a string of consecutive 25bpcuts in September, November, and December (vs. quarterly cuts previously) as
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Midday Market Intelligence: seeking

...a levelTuesday’s calm seems to be carrying over on Wednesday, with markets seeming toshed some of the worry seen earlier in the week, while still remaining cautious. A
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No smoking gun

Bottom line• The Q2 labour market data was stronger than our expectation. The unemployment rate rose from 4.3% to 4.6%, below our forecast of
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Preview: RBNZ Monetary Policy Statement

Cooler heads• We expect the RBNZ to leave the OCR at 5.50% next week, andto signal a potential cut in the OCR later this year, with the Record
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