July 7, 2025 10:32 AM GMT Asia Economics | Asia Pacific M Idea The Viewpoint: Trade Tensions As We Approach Deal Deadlines The rhetoric around tariffs has risen. While we may get more details as the week progresses, our core view remains: uncertainty will likely persist, weighing on corporate confidence, capex and the trade cycle. Key Takeaways In this report, we provide a status update on the ongoing negotiations for every economy in the region and unpack the implications of the details that have emerged f ...

7 July 2025 | 2:01PM EDT Global: GS Economic Indicators Update: DM Data Surprises Skew Negative Please find an update of our proprietary global economic indicators below. The data behind these exhibits can be downloaded here. Interactive charts can be found on our living page here. Chart of the Week Exhibit 1: Our GS Macro Data Assessment (MAP) Surprise Indices Have Turned Negative Across DMs Over the Last Several Weeks Our daily MAP surprise indices summarize the importance and strength (relative to consen ...

LONDON, July 08, 2025 (GLOBE NEWSWIRE) -- Quantexa, a pioneer in helping enterprises and public sector organizations use Decision Intelligence (DI), today announced the appointment of Steven Guggenheimer, former Corporate Vice President at Microsoft, and *Franck Petitgas, former Global Head of Investment Banking at Morgan Stanley and current member of the UK House of Lords, to its Advisory Board. These strategic additions reflect Quantexa’s intensified focus on expanding its global footprint, advancing its ...

- So what do you do to kind of keep yourself sane. - Well, recreation like this. Although I'm not sure that golf is the solution to the insane, sometimes it feels like it is insane.There you go. - Ah, there we are. Over the years I've interviewed the biggest names in finance and they've mostly been men, but things are changing.More and more. I'm meeting powerful women, controlling vast amounts of capital. What did it take for these women to break through and is Wall Street changing now that they have.We are ...

6 July 2025 | 9:31PM EDT Global Markets Analyst The Macro Drivers of Implied Volatility (Rosenberg) Isabella Rosenberg +1(212)357-7628 | isabella.rosenberg@gs.com Goldman Sachs & Co. LLC Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to www.gs.com/research/hedge.html. c45a43530f604d12bcb9a82b5aa6b9f6 n FX volatility has declined in recent weeks, alongside more beni ...

6 July 2025 | 2:42PM EDT Oil Comment: OPEC+ Announces Larger August Supply Hike; Keeping Forecast for Lower Prices Daan Struyven +1(212)357-4172 | daan.struyven@gs.com Goldman Sachs & Co. LLC Yulia Zhestkova Grigsby +1(646)446-3905 | yulia.grigsby@gs.com Goldman Sachs & Co. LLC Ephraim Sutherland +1(972)368-0395 | ephraim.sutherland@gs.com Goldman Sachs & Co. LLC Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important di ...

3) "Current policy" baseline may mask true fiscal cost — Senate Republicans used a "current policy" baseline to score OBBB, excluding the TCJA costs from the official deficit impact. Using this baseline, the CBO estimates the bill would add ~$500bn less than extending the tax cuts without offsets over 2025-2034. Democrats have criticized this approach, warning that it sets a precarious precedent by allowing lawmakers to disregard the cost of extending expiring policies. Investors should note that while the ...

July 3, 2025 06:19 PM GMT US Rates Strategy | North America An Opportunity to Buy the Supply and Add to Steepeners The nonfarm payroll report, carried by state and local government education-related jobs, and the low unemployment rate suggest a dynamic aligned with our economist's view for lower US potential growth and a lower equilibrium rate leading to more Fed cuts. Stay long and in curve steepeners. Key Takeaways Please add me to your distribution list. M Idea Morgan Stanley & Co. LLC Matthew Hornbach S ...

Nvidia Corp (NASDAQ:NVDA) just became the world's most valuable company in history. The shares hit a record high of $160.98 today, up 19.1% since the start of 2025. For those betting on even more highs for the semiconductor giant, it's worth noting that the stock rarely disappoints in the third quarter. Per Schaeffer's Senior Quantitative Analyst Rocky White, NVDA finished the third quarter positive in eight out of the last 10 years, making it one of the best S&P 500 Index (SPX) stocks to own during this ti ...

2025年以来，中资企业境外IPO势头向好。 Dealogic数据显示，上半年中资企业境外IPO累计完成55单，募资规模合计约134亿美元。按 承销规模 1 排名，前十名中介机构共完成30单项目，承销规模合计约78亿美元，其中中资机构占得五席，中金公司以11.60亿美元承销规 模、8.63%市场份额的显著优势位居榜首， 主导了宁德时代港股IPO、三花智控港股IPO、海天味业港股IPO、霸王茶姬美股IPO等具有重 大市场影响力的标杆项目。 | 2025年上半年中资企业境外IPO承销规模排名 | | --- | | 排名 | 全球协调人/账 簿管理人 | 承销规模(亿美元) | 市场份额(%) | 项目数量 | | --- | --- | --- | --- | --- | | 1 | 中等公司 | 11.60 | 8.63 | 19 | | 2 | 摩根士丹利 | 10.02 | 7.45 | 7 | | 3 | 高盛 | 9.00 | 6.70 | 6 | | 4 | 瑞银 | 8.92 | 6.63 | 4 | | 5 | 华泰证券 | 7.16 | 5.32 | 9 | | 6 | 中国银行 | 6.57 ...