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The Pulse of the Market Pressure Release

In Pulse, we tackle hot topics and updates on our high frequency indicators. The three big things you need to know: First, last week’s price action relieved some pressures on
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The Deflation of Software

Generative AI has the potential to deflate the software industry. The proliferation of generative-AI-powered software development is widely expected to catalyze digital transformation
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USA: Core CPI Roughly in Line With Expectations; Estimating a 0.14% Increase in July Core PCE

BOTTOM LINE: July core CPI rose 0.17% month-over-month, roughly in line withexpectations. The composition was mixed, as large declines in the volatile used cars
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GS EUROPEAN EXPRESS: Encore: Buy ISS, EON, Neste (all on CL); Sell Elekta

SS – upsized buyback supportive of our thesis – ISS 1H results were characterisedby headline numbers that were largely in-line with expectations, FY24 organic
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RWE: Uncertain Capital allocation a continued overhang // E.ON

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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The Maestros in Jackson Hole

Jackson Hole: “Effectiveness & Transmission of Monetary Policy.” Sep cut signal, size TBD. Rates: buy dip even if marginally hawkish. FX: limited impact.EUR.
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US Economics Weekly in the datavei

CITI'S TAKEStronger-than-expected retail sales and the drop in initial jobless claimsraised market optimism that a "soft landing" might still be achieved, but thecontinued contraction in manufacturing, falling
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TOPIX rises 7.9% wow, continuing its recovery from the recent steep fall

Summary of the weekTOPIX: 2,678.60 (7.9%) / NK225: 38,062.67 (8.7%)
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Global Macro Commentary | North America August 16 Morgan Stanley & Co.

Strong US data caps UST rally; solid UK retail sales sends gilts higher; RBNZ's Silk says contraction may be needed to lower
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The Consumer in Context

Our view has been that consumer spending would slow but not slump; so far that path has played out. Employment, wealth, and
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