海外研报

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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US Equity Views Reflections on the recent selloff

The S&P 500 index has declined by 6% during the past three days as investorconcerns about the durability of US economic growth have pervaded financial

Daily Tech Index

This publication was prepared by Bank J Safra Sarasin Trading department. The views or ideas expressed herein are those of th e desk and/or the author

Global Macro: Too far, too fast?

The market has sharply re-priced to reflect fears of asignificant slowdown in US growth and heightened

Global: GS Economic Indicators Update: Financial Conditions Tighten Sharply in Japan

Please find an update of our proprietary global economic indicators below. The databehind these exhibits can be downloaded here. Interactive charts can be found on

Cross Asset StrategyWhere is the bottom?

Have we seen the worst of it? We rewiew the history of bottaming signals,which suggest there is rnore pain to come.

Nomura Quant Insights

US equities: CTAs and volatility control funds behind the curve in getting outThe latest (and much-watched) US jobs report brought a disappointment. The announced

FX: DEER recommendations (Aug 2024)

The DEER Strategy recommends longpositions in JPY, CAD, and AUD, and

Taiwan: July Inflation Inches Up on Food Prices, As Expected

Bottom line:Taiwan’s headline CPI moved up for the third month to 2.5% yoy in July from 2.4%the previous month. The outcome was in line with Bloomberg consensus but below