海外研报
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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31日
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
海外研报
2024年07月31日
Macro Risk Digest Lingering risks
Top of mind: hedging fiscal worries Fiscal concerns have increased in the US and Europe: we outline the key macro
海外研报
2024年07月31日
JPY: BoJ – still buy the rumour sell the fact?
Asia overnightInvestors are taking some risk off the table ahead of a very busy few days of central
海外研报
2024年07月31日
FX Watch Where to fade the JPY rally
Cross-JPY pairs have been in secular uptrends since the start of the current rate cycle in 2021, and drawdowns to 100d SMA have been common. On average, major G10/JPY
海外研报
2024年07月31日
First Take: AMD, ANET, MSFT
Company posted a strong 3Q - backed by record Data Center revenues ($2.8b v, cons $2.75b) and strength in Clien($1.5b v, cons $1.43b). Positioning here was light, as it remains of the most controversial names in semis; after thepain of the past two
海外研报
2024年07月31日
Armstrong World Industries Inc. (AWI): 2Q24 First Take
2Q Beats Consensus, Miss vs GSe Led by Margin: Armstrong reported 2Q adj.EPS of $1.62, below our $1.63 estimate but above FactSet consensus of $1.55. The
海外研报
2024年07月31日
Mizuho China Weekly Outlook
China’s high-frequency indicators for July were mixed. On one hand, steel-related activity has eased further, with rebar prices hitting a new low since 2017 (Fig 8) and crude steel production declining at a
海外研报
2024年07月31日
Americas Transportation: Railroads: Weekly Rail Carload Snapshot — Week 30
Total traffic results for US Class I rails under coverage imply carload growthat +6.2% YoY in week 30, an acceleration versus -0.7% YoY in week 29.
海外研报
2024年07月31日
Midday Market Intelligence: idiosyncratic
...drivers of the marketApproximately 40% of the S&P 500 is expected to report this week across allsectors making it the biggest and perhaps one of the most important weeks of
海外研报
2024年07月31日
