海外研报
  1. 首页
  2. 海内外研报
  3. 海外研报

筛选

研报种类:

列表

DB CoTD: The 2% club has increased

** The 2024 II Fixed Income Analyst survey is now open. If you’ve appreciated our work over the last year, it would mean a lot to us if you’d be able to vote. I have a pdf
海外研报

Wealth and wellbeing

For those of us spending our days watching markets and the economy, thelast few weeks have been packed with current events: From elections in the
海外研报

Click “here” to listen to the Europe Morning Call.

Transport Chartbook – thoughts on shipping S/D – Global trade growth remainedstrong in 2Q with air freight up +10% yoy and container +6%. This is driven by a
海外研报

The Buffalo Is Back

While economic surprises have been negative lately, leading indicators and easing global central-bank policies point to the slow global expansion gaining traction in the second half of 2024 and 2025.
海外研报

Benefit of Lower Rates Offset Holiday Slowdown over the 4th of July

How it Works: In developing the scale, we went back over 50 years of data todetermine averages, outliers, and differing operating environments. As such, a
海外研报

The economic consequences of a second Trump presidency for emerging markets

Macro focus: With market-implied probabilities of a second Trump term rising, we take a first look at the potential reverberations for EMs. We view tariff policy as
海外研报

Global Fund Manager Survey In Soft We Trust

BofA July Global Fund Manager SurveyBottom Line: FMS investors remain bullish driven by Fed rate cuts & soft landing; July
海外研报

Asia Fund Manager Survey

Occasional gains in a general trend of lossesChina weighed down the region, as sentiment soured yet again going into the Third
海外研报

Weekly Rail Carload Snapshot — Week 28

Total traffic results for US Class I rails under coverage imply carload growthat +0.9% YoY in week 28, a deceleration versus +4.1% YoY in week 27.
海外研报

Americas Small Cap 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