S&T SELL

GS John Flood SP 500 making fresh all time highs directly after

Aug 4, 20261 pages页

From the report报告摘录Fed Policy Shift: Q3 CPI data confirms persistent inflation, delaying rate cuts to Q1 2025; bond yields surge 25bps on hawkish Fed pivot Ukraine Conflict Escalation: Russian strikes on Ukrainian energy infrastructure…

Inside the report报告内文 Verbatim from the original PDF — first pages原版 PDF 开篇原文 · 逐字摘录

GS's prime data shows overall book gross leverage with its second largest monthly decline in the history of our data set last month (only behind July ’25).

Bottom line: Strong fundamentals (stellar Q2 earnings) + cleaner positioning means this move higher at the index level has legs.

Read the full report + PDF阅读全文与 PDF

The full summary and the original S&T PDF are for MastermindX Pro members. 完整摘要与 S&T 原始 PDF 为 MastermindX Pro 会员专享。

Read on MastermindX前往 MastermindX 阅读

Related institutional research相关机构研报

Not investment advice. MastermindX hosts third-party institutional research for reference and education; ratings and views are the authors', not ours. Browse the full Research Vault → 非投资建议。MastermindX 仅收录第三方机构研究，供参考与学习；其中评级与观点均属作者本人。浏览完整研报库 →