海外研报

GS--Asia Credit Trader Still Lacking In Firm Direction After Payrolls

Risk appetite was fairly muted last week across the Asiacredit market, as investors awaited the US August nonfarm

BofA_Global Equity Volatility Insights Fall vol not over but AI still a right tail risk

More volatility to come, but AI remains a right-tail riskNotwithstanding Monday’s rally, equities (especially tech) seem to have had a tough start

GS--Intuit Inc. (INTU): Communacopia + Technology Conference 2024 — Key Takeaways

Presenter(s): We hosted Intuit’s CEO Sasan Goodarzi part of our Communacopia +Technology conference.

USB--Equities

Global equities are close to all-time highs, but volatility hasincreased amid growth, election, and central bank uncertainty.

JPM_Commodity Market Positiong & Flows_20240924

The estimated value of open interest across global commodity marketsjumped by 2% WOW to $1.37 billion, led by price driven gains acrossenergymarkets alongsidecontractinflows across precious metals and agrimarkets (as of 20 Sep, Table 1,