China Consumer_ Pulse Check_ Less downside risk in 4Q24 if policy boost benefits continue
umwelt bundesamt· 2024-10-07 16:08
2 October 2024 | 6:44AM HKT _ China Consumer: Pulse Check: Less downside risk in 4Q24 if policy boost benefits continue | --- | --- | --- | |----------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------| | | | | | | | Michelle Cheng | | | | +852-2978-6631 \ ...
US Economics Analyst_ Lower Oil Prices_ Another Reason to Expect Slowing Inflation and Healthy Growth (Walker)
standard chartered· 2024-10-07 16:08
30 September 2024 | 7:45AM EDT _ n Oil prices have fallen $15 per barrel since July and $20 since April. Our oil strategists expect prices to rebound modestly over the next couple of quarters as prices converge to their estimate of fair value but see risks to the medium-term path as skewed to the downside. In this Analyst, we take a fresh look at what lower oil prices mean for growth and inflation. Jan Hatzius +1(212)902-0394 | jan.hatzius@gs.com Goldman Sachs & Co. LLC Alec Phillips +1(202)637-3746 | alec. ...
Natural Gas_ Front-loaded production to back-load $4 Henry Hub (1)
ray dalio· 2024-10-07 16:08
_ 25 September 2024 | 11:43PM EDT Natural Gas Front-loaded production to back-load $4 Henry Hub n US gas markets continue to approach the turning point where gas prices will, in our view, switch from incentivizing producer discipline below $3/mmBtu, as seen all this year, into incentivizing higher drilling, at $3.75-$4.00/mmBtu. However, we now think that such a Henry Hub rally will be delayed into late 2025, vs our previous expectation of early Sum25, driven by a combination of (1) front-loaded Haynesville ...
US Quarterly Chartbook_ Combination of valuation expansion and earnings growth drives S&P 500 to 22% YTD return
luminate· 2024-10-07 16:08
David J. Kostin +1(212)902-6781 | david.kostin@gs.com Goldman Sachs & Co. LLC Ben Snider +1(212)357-1744 | ben.snider@gs.com Goldman Sachs & Co. LLC _ US Quarterly Chartbook Combination of valuation expansion and earnings growth drives S&P 500 to 22% YTD return The S&P 500 posted a total return of 6% in 3Q and a total return of 22%YTD, reaching a new all-time high of 5762. Strong performance by several of the largest stocks (MSFT, NVDA, AAPL, GOOGL, AMZN, META) contributed 44% of the index's return. Compone ...
Weekly Fund Flows_ A Shifting Mix
informs· 2024-10-07 16:08
_ 27 September 2024 | 10:22AM EDT Weekly Fund Flows A Shifting Mix Global fund flows, week ending September 25 n Flows into mutual funds and related investment products showed firm demand for both equity and bond funds. n Net flows into global equity funds were strong in the week ending September 25, driven by flows into US and mainland China equities (+$25bn vs +$39bn in the previous week). Flows into US equities have strongly outpaced those into the Euro area and mainland China this year, but recent news ...
GOAL Kickstart_ China catch-up - tracking cross-asset repricing in the bullish reversal
standard chartered· 2024-10-07 16:08
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China Property Weekly Wrap_ Week 39 Wrap - A new wave of easing; Transactions surged
ray dalio· 2024-10-07 16:08
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China Consumer Durables_ White goods_ Consumer Discretionary Tour Takeaways_ Distributor meeting shows encouraging trade-in i...
umwelt bundesamt· 2024-10-07 16:08
30 September 2024 | 7:04AM CST _ China Consumer Durables: White goods: Consumer Discretionary Tour Takeaways: Distributor meeting shows encouraging trade-in impacts enjoy subsidy, customers need to register and fill in identity information on certain apps to obtain a QR code, which can be activated by offline distributors Research | Equity Nicolas Yi +86(21)2401-8922 | nicolas.yi@goldmansachs.cn Goldman Sachs (China) Securities Company Limited Post our China+ Conference 2024, we hosted an on-site Consumer D ...
Global Economics Wrap-Up_ September 27, 2024
ray dalio· 2024-10-07 16:08
_ 28 September 2024 | 1:01AM HKT Global Economics Wrap-Up: September 27, 2024 | --- | --- | --- | --- | |-------|-----------|---------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------| | | | | | | | Global | Economics | Andrew Tilton +852-2978-1802 \| andrew.tilton@gs.com | | n | Central o | bank pivots to sequential cuts: We rev ...
China A-shares_ 3 thematic trends_ SPE in Semis; Foldable in Smartphones; AI in Software; Buy ideas on Catalysts & Valuation ... (1)
standard chartered· 2024-10-07 16:08
1 October 2024 | 4:14AM HKT _ China A-shares: 3 thematic trends: SPE in Semis; Foldable in Smartphones; AI in Software; Buy ideas on Catalysts & Valuation | --- | --- | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------- ...