海外研报

Downgrade Retail to Neutral: 2Q24 Promos Suggest Weakening Demand

We downgrade Retail to Neutral from Positive on erosion ofinventory margin recapture as promos intensify and demand

30y JGB auction preview: Market turbulence liable to weigh on sentiment

・ Greater clarity on the BOJ JGB purchase tapering frontThe BOJ's "detailed plan" for tapering back its JGB absorption released on 31 July points

How Market Moves Could Affect the Economy and the Fed

Since the July employment report last Friday, the equity market has sold offabout 5% and the 10-year Treasury rate has fallen 21bp. Our financial conditions

Europe Morning Call: Aug 07, 2024

Click “here” for the GS EUROPEAN EXPRESS: Morning Update and a writtensummary of the Europe Morning Call.

Japan: main points of Japan’s economic outlook

Due to remaining structural deflationary pressures indicated by the abnormal positive corporate savings rate, the global economic

Americas 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

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index rose 1.8% today. Taiwan and Philippines markets outperformed,while Australia and Malaysia markets underperformed. Within MXAPJ sectors, Info

GS EUROPEAN EXPRESS: New Idea: Buy Saudi Aramco

New Idea: Buy Saudi AramcoSaudi Aramco – up to Buy – Aramco stands out from the rest of the industry on

Ratings and Target Price Changes - August 7, 2024 as of 5:30 AM ET

Macro/Globaln Asia-Pacific Portfolio Strategy, Moe: Weathering summer storms