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Weekly Warm-up: Defensive Leadership Fully Emerges as Growth Concerns Increase

Macro Risks Rise... While the macro data suggest the consumer is slowing but ok, the jobs data on Friday challenged the soft-landing view for some
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US MARKET INTELLIGENCE:AFTERNOON BRIEFING

US: Stocks closed sharply lower but off their lowest levels. Pre-market, the global selloff startedwith Japan as the NKY fell by 12.4%. The SPX hit a session low of -4.6%, with the ViX spiking to65, up 178% from Friday's close of 23. This was driven by a
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What worsening US jobs data and reports of Fed rate cut mean for Japanese stocks

US jobs data deterioration reverberates across marketsThe July US employment data showed both non-farm payrolls and unemployment rate
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Ratings and Target Price Changes - August 5, 2024 as of 5:30 AM ET

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
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Global equities lost 2%; Momentum underperformed

Macro data this weekUS: The ISM services report on Monday and the joblessclaims report on Thursday. There are a few speaking
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Asia-Pacific Growth Monitor: EM Asia growth holding up, but factory surveys slow

This publication summarizes regional and country-specific growth data acrossthe Asia-Pacific economies we cover. In most cases, the latest data points are
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'IRAN-ISRAEL': AIRSTRIKES DON’T ALWAYS MEAN OIL SHOCKS

With Brent oil futures hovering near seven-month lows as recession fears vie with rising Iran-Israel-Hezbollah tensions, a top question for investors is: Are markets overly complacent about the
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Indonesia: Steady growth beat, pockets of vulnerability

• The Indonesian economy expanded 5.05% yoy in 2Q24, similar to quarter
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Macro Insights Weekly Slowdown cometh?

Markets are becoming concerned that a cyclical slowdown could be around the
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FX: DEER recommendations (Aug 2024)

The DEER Strategy recommends longpositions in JPY, CAD, and AUD, and
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