海外研报

FOMC: dovish hold to precede September rate cut

We expect no change in the federal funds rate (FFR) at the July Federal Open Market Committee (FOMC) meeting, in what we expect will be a

VIX spike: ETP effect declines following an 8 point move in VIX futures

Large declines in global equity indexes over the past few days have led to anincrease in equity volatility and options prices. During normal market volatility, there

Americas Transportation: Railroads: Weekly Rail Carload Snapshot — Week 35

Total traffic results for US Class I rails under coverage imply carload growth nat +8.4% YoY in week 35, a slight deceleration versus +9.4% YoY in week 34.

GS--Booking Holdings Inc. (BKNG): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted CFO Ewout Steenbergen at the Communacopia +Technology Conference.

GS--Non-Residential Construction: August Data Mixed Despite Outlook for Lower Rates

Key Data Points Diverge: The Dodge Momentum Index rose 3% sequentially inAugust and was 24% higher YOY, while the Architecture Billings Index declined to45