海外研报
筛选
Global Credit Trader The rotation has yet to reach CCCs
Cuts are unlikely to flatten IG curvesn USD IG spread curves have remained remarkably stable this year.
海外研报
2024年07月20日
China Online Travel Sector
China online travel sector to grow 15-18% in the next 2 years, driven by sharp outbound growth amidst slower domestic growth
海外研报
2024年07月20日
Japan Weekly Kickstart Could sentiment finally be shifting on Japan SMID?
The strong performance of the Russell 2000 index so far thismonth (+8% since 9 July) appears to have re-focused some
海外研报
2024年07月20日
The Flow Show 100% + 75% = peak 68%
Scores on the Doors: crypto 36.2%, gold 17.6%, oil 14.6%, stocks 13.8%, commodities 7.4%, HY bonds 4.5%, cash 2.9%, US dollar 2.8%, IG bonds 1.3%, govt bonds -3.0% YTD.
海外研报
2024年07月20日
USD long-term fair value falters in Q124
The USD saw its long-term fair value fall somewhat across the board in Q124. The drop came on the back of the continuing loss of its real rate &
海外研报
2024年07月20日
Weekly Theme: Jun oil & gas demand; refined products exports stable MoM
China oil demand down in 1H24 while gas improvedAccording to NBS and China Customs data, in Jun'24, China crude oil apparent demand was 15.7mbd/64mnt, -7% YoY/+2% MoM with the monthly throughput hitting the yearly
海外研报
2024年07月20日
US Weekly Kickstart
Small-caps just posted the most powerful weekly return vs. large-caps on record. Against a backdrop of extreme equity market concentration, four
海外研报
2024年07月20日
Global Strategy Weekly-Are we on the brink of another Nasdaq crash?
The June US CPI data surprised investors not just because of the benign data but also because of the unusually extreme reaction it triggered within the equity market. To
海外研报
2024年07月20日
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
海外研报
2024年07月20日
Commodity Tracker: mixed signals
Mobility indicators are showing strong seasonal demand. Jet fuel remains a bright spot for oil demand. However, China’s oil demand data is yet to improve. Imports fell 2.3% in the first half of this year, and refinery run rates remain low.
海外研报
2024年07月20日
