海外研报

The end of the inflation spike

We expect Eurozone headline inflation to decline a bit more in August, to 2.2%. Our take for ex-tobacco is 7bp below what the market prices in.

Latest monthly NISA data still showing strong growth

Summary of the weekTOPIX: 2,712.63 (1.0%) / NK225: 38,647.75 (0.7%)

he Election and the Economy

We discuss likely changes to trade, immigration, and fiscal policy under each npossible election outcome and estimate the effects on inflation, labor force

GS--Etsy Inc. (ETSY): Communacopia + Technology Conference 2024 — Key Takeaways

Presenter: We hosted CEO Josh Silverman and CFO Rachel Glaser at theCommunacopia + Technology Conference.

GS--Zoom Video Communications Inc

We reiterate our Neutral rating and $72 Price Target on Zoom Videoafter attending Zoomtopia 2024 and the Investor Session on 10/9.

Citi Equities_ Mean Reversion + Micro EPS Onslaught

Uglier session for risk yesterday w/ NDX -1.55%, SPX -92bps, RTY -77bps, and SPW -33bps on slightly elevated