海外研报

GS--Block Inc. (SQ): Communacopia + Technology Conference — Key Takeaways

Moderated by: Will Nance, Payments and Financial Technology, Goldman SachsBottom Line: Mgmt is positive on the opportunities on both the Seller and Cash App

A jumbo cut to start the easing cycle

The FOMC delivered what markets had asked for by cutting the target range 50bp to 4.75-5.00%, highlighting its strong commitment “to

GS--FAQs post Global Retail Conference; Trends at BBWI, FIVE, and ULTA

In this note, we highlight top questions we have received since hosting our GlobalRetail Conference. We also analyze Bloomberg Alternative Data to highlight

DB - China Macro - How is this time different_20240930

Whie saly market reactions have been posiive, sustained momentwn hinges onswift irnplentatio of

GS--China: Trade growth surprised to the downside in September

China’s trade growth was weaker than expected in September (export: +2.4% yoy,

EM FX portfolio update_ taking profit on short EUR_MXN ahead of the US election

While in our view the MXN is currently trading in its fair valuation range,