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Authorities Reach Agreement on External Debt Restructuring with Bondholders

Bottom line: Ukraine reached agreement with an ad hoc creditor committeerepresenting holdings of around 25% of Ukrainian bondholders on restructuring
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China: Fiscal weakness lingered in June; expecting government bond issuance to pick up in Q3

Bottom line:China’s on-budget fiscal revenue growth remained subdued in June, weighed onagain by falling tax revenue growth (especially VAT and corporate income tax),
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Boeing Co. (BA): Monthly aircraft delivery tracker: July mid-point check-in

Our aircraft delivery tracker, based on Planespotters data, shows Boeing hasdelivered 23 aircraft in July through 7/21, including 17 737 MAX, 3 787, 1 777, and 2other.
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Mexico: Firm Broad-Based May Sequential Real Activity Expansion (Ramos)

Bottom Line: Real activity recorded a 0.75% mom sa variation in May, firmer thanexpectations for a milder 0.55% mom sa increase and more than offsetting the April
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New Monetary Framework: more hawkish than you think

The ECB’s new monetary framework is set to take effect on18 September, and yet nothing will really change. The only effective
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FOMC – Six questions

Two 2024 cuts versus three? Our baseline remains two Fed cuts in H2, one in September and one in Q4. The market is divided on pricing and so are we to some
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US small cap rotation triggered by macro, boosted by positioning

Russell 2000 has recently recorded the largest two-weekrally against Nasdaq 100 since 2002 (Exhibit 1). The rotation
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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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FX Positioning Update

At present, the G10 FX PIX 2.0 signals that the GBP, JPY and AUD areoverbought. We have temporarily suspended the model’s trading
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Can Trump depreciate the USD?

Careful what you wish for, ‘cause you might get it in heapsThe most often asked question we encountered last week was whether a weak USD
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