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US MARKET INTELLIGENCE:MACRO WEEK AHEAD WEEK OF AUGUST 12,2024

ECONOMICSAUG 12 - NY Fed 1-Yr infiation Expectations at 11am ET. Monthly Budget Stalement at2pm ET.AUG 13 - NFlB $mall Business Optimism at 6am ET. PPl and Core PPl at 8:30am ET.AUG 14-
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Four key takeaways from the latest sell-off

The short-term rates market is still fully pricing in a recession (and risks position unwinds if data doesn’t comply).
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Automotive Industry Weekly automotive pit stop

Valuation update – Pages 9-13We believe that the accompanying valuation framework is one of the most important fundamental fasctors that should be considered when making investment decisions on .
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FX Focus India: Will INR weaken further?

We have received increasing client questions on whether INR could turn sharply weaker, or continue to weaken for that matter.
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Global Rates Trader Risk Relaxation

Last week’s labor market surprise gave way to broader market tremors as the weekbegan, but relatively benign data out of the US appears to have helped calm rates
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End of Week Market Intelligence: flattish

what’s in a friday?A week after last Friday’s July unemployment report raised concerns about the US
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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
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All EM Asian markets saw foreign selling this week

Foreign (FII) flows / positioningn EM Asian region saw selling (-US$6.5bn) across marketsthis week, led by A-shares (-US$2.1bn) and Taiwan
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Reflecting On 2Q24 Earnings Amid An Uncertain Macro... Investor sentiment; market color

Correlations and volatility spiked during a dizzying week of sentiment whippingaround on recession risks (still low and still-data dependent, as per the latest from
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The Flow Show The Prime of Strife

Scores on the Doors: crypto 17.2%, gold 16.9%, stocks 8.9%, oil 6.3%, HY bonds 4.7%, commodities 3.3%, cash 3.2%, IG bonds 1.9%, US$ 1.9%, govt bonds -0.8% YTD.
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