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Preview: RBNZ Monetary Policy Statement

Cooler heads• We expect the RBNZ to leave the OCR at 5.50% next week, andto signal a potential cut in the OCR later this year, with the Record
海外研报

FADE THE RECESSION NARRATIVE

The market has been hypersensitive to negative economic surprises because of the extent to which GDP growth and earnings expectations have been ratcheted up over the course of this
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GS UK Today: Glencore H1 Results | ITM Power | UK Retail | US Macro

Earnings First Take: Glencore Glencore - 1H first take - Revenue came in much higher primarily due to higher
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European Morning Research Summary

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on
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Global Markets Daily: US HY Is an Imperfect Election Instrument (Rogers)

While the ongoing market correction has taken center stage in recent sessions,the policy implications of the US elections remain a key topic among investors.
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Midday Market Intelligence: seeking

...a levelTuesday’s calm seems to be carrying over on Wednesday, with markets seeming toshed some of the worry seen earlier in the week, while still remaining cautious. A
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No smoking gun

Bottom line• The Q2 labour market data was stronger than our expectation. The unemployment rate rose from 4.3% to 4.6%, below our forecast of
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MORNING BRIEFING INTERNATIONAL MARKET INTELLIGENCE

Asia Trade: APAC stocks (0.8%) continued their recent rebound this moring. in Japan, NKY(1.296) recovered from carly losses and was boosled by Uchida's commenls that BOJ
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Macro at a Glance: Latest views and forecasts

n Revised our Fed policy path expectations to include a string of consecutive 25bpcuts in September, November, and December (vs. quarterly cuts previously) as
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Global Markets Daily: The Path for US Rates from Here (Marshall/Zu)

The US front-end incorporates significant downside risk to our expected Fedpath, while 10y yields sit about 30bp through our year-end forecasts. We see
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