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GS--China Consumer Staples: Expert call takeaways

On Sept 3, we hosted a virtual conference with a large-scale Spirits and F&Bdistributor located in Hunan province. Key highlights include: 1) Spirits: The
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GS--Earnings matters: 10 key takeaways from 6000+ companies’ 2Q/1H24 results

Offshore led A-shares. 1H24 profit growth came in at 12%/0% forMXCN/CSI300. 41% of market cap beat expectations while 35% missed.
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CT--Global Economics Global Indicators August Chartbook: The World in Pictures

CITI'S TAKE Our global indicators chartbook shows ongoing resilience in services
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DU--CitiFX Wire - DeskTalk

USD, US equities and front-end yields are higher. We think price action reflects unwinds/exhaustion after a frustratingFriday and going into this week's events. This could continue on benign growth data (and potentially tighter polls) but
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GS--Inflection in volumes on the horizon; eyes on the German market over H2

German onshore wind roll-out is turning a corner. By 2030, Germany targets 115GW of onshore wind capacity, which requires a run rate of ~8 GW pa. While delivery
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FF--Everything as it should b

Despite the volatility of the past week, the FAST FX model has not triggered any new trades. Most of the ten crosses covered by the model
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GS--Global FX Trader Check Your Speed01

USD: Toeing a fine line. The incoming data over the past month, including the nAugust employment report, clearly points to a slowing US economy with
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GS--Global equities lost 3.7%, Cyclicals vs

Global equities lost 3.7% last week, with safe assetsoutperforming (Exhibit 4). Our Risk Appetite Indicator
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MS--PnL Resilient Amidst Market Sell-Off; Selling of Global Equities Relatively Small

Weekly HF Highlights:PnL Resilient Amidst Market Sell-Off; Selling of Global Equities Relatively
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US--Highly anticipated jobs report offers no definitive signal for September FOMC

The August CPI report will be the main data release during an inflationfocused week, but PPI and import/export prices are also on the docket.
海外研报