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INTERNATIONAL MARKET INTELLIGENCE:MORNING BRIEFING

OVERNIGHT BRIEFJS/EU trade: European Equities opened mostly firmer and continued to edge higher duringthe day (SXXP 0.9%, $X5E 1.5%). Risk Markets were helped by the news that Joe Biden ended hisreelection campaign and endorsed Vp Kamala Harris. This
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Macro Strategy

Markets began to stabilise again yesterday, with the Magnificent 7 (+2.33%)leading the recovery after a 4-day slump last week, The moves came as earningsseason is about to ramp up, with Tesla (+5.15%) and Alphabet (+2.26%) set to bethe first ofthe
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Buy SAP, Ryanair, Experian, Merlin Properties | Capex Tracker | GOAL Kickstart | US Capital Markets

SAP – 2Q24 EBIT and FCF ahead with upgrade to FY25 – SAP’s 2Q24 revenuescame in-line on total revenues and ahead on Non-IFRS EBIT (incl SBC) (7%/8% vs
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Balancing an accommodative Fed and a complex US election across emerging markets

Macro focus:Over the last seven w eeks, the outlook for the Fed has become more supportive w ith favourable inflation and labour prints that has led to the pricing of
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Boeing Co. (BA): Updating model for defense segment disclosure, legal payment

We are updating our BA model to incorporate recent commentary from Boeing’sCEO of Defense, Space & Security, Ted Colbert, where he stated 2Q24 financial
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Greater China Insight 19 July 2024

This cut was prompted by lower-than-expected Q2 GDP of below 5%. We cannot rule out another cut in Q4 if Q3 GDP remains below 5%.
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Alphabet Inc. (GOOGL): Q2’24 Earnings First Take

We expect the market to have a muted reaction to Alphabet’s Q2’24 earnings reportupon our first read/analysis of the results. In terms of upside, we would point to
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TOP OF THE AGENDA

SPX +1.1%, NDX +1.5%,RTY +1.7%.WTl-31bps at $78.40, NatGas +578bps to $2.25, UKNatGas -155bps to£0.7797,Gold -18bps to $2,397,Silver -34bps to $29.13, 10Y @ 4.253%, andVIX @ 14.91.
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Global Macro Watch Known Unknowns 21 – 26 July

Full focus on US 2Q GDP and PCEWe expect the advance estimate of 2Q GDP to come in at 2.3% qoq saar on the back of
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Precious Analyst China’s Structurally Resilient Gold Demand

The gold price set a new all-time high of $2,483/toz on Wednesday (July 17) asexpected Fed cuts are poised to bring Western capital back into the gold market.
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