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GS Marvell Technology Inc. (MRVL)_ Shape of Datacenter ramp coming into focus with improving long-term visibility

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SG--US Equity Strategy Ten learnings from this earnings season and six char

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US Economic Weekly Now it’s up to the data

Weekly viewpoint: Now it’s up to the dataFinancial markets have momentarily stabilized after concerns about hard-landing risks
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GS Basics - Sentiment_Positioning. Late Cycle Tightening. LT Oil

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Interest Rates Daily

With summer, and the cusp of Fed easing upon us, lack of market depth has exacerbated market moves. Rates volatility has remained contained.
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GS CONSUMER_ Zalando - Feedback & Flows _ China Luxury _ adidas _ L'Oreal _ Kering _ Nestle _ Ahold Delhaize _ UK Retail

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The Global Point Wednesday, 21 August 2024

Geopolitical and economic risks are back in focus. We update our proprietary Geoeconomic Risk Premium model, which measures how much of a “geo-economic”
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GS European Daily_ UK — How Vulnerable is the Inflation, Growth, and Monetary Policy Outlook to Higher Energy Prices_

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Can the PBoC achieve its conflicting goals this time?

Credit growth hindered by weak fundamentalsChina’s credit growth for July fell significantly short of expectations, with new loans increasing by merely RMB260b,
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Yield drop drives gold to records, dollar into downtrend

When we say “Don’t Fight the Fed,” one of NDR’s Rules of Research, we typically
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