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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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IndonesiaPulse: Rupiah has had a reprieve, but downside risks remain

We have lowered our USDIDR forecast to 16150 in Q3 (from 16420 previously) and 16050 in Q4 (from 16360 previously) to reflect recent easing depreciatory
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GSCHARTOFTHEDAY:CPIPREVIEW

We highlight four key component-level trends we expect to see in this month’s report:
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Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index rose 0.4% today. Taiwan and Korea markets outperformed, whileSingapore and Indonesia markets underperformed. Within MXAPJ sectors, Info Tech
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The Global Point Tuesday, 13 August 2024

We project the 2025E memory market to be better than feared. Despite market concerns on potential memory oversupply in 2025E, and following the memory
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Central Bank Policy Tracker August 2024

Recent policy changes: DM central banks have continued to cut rates, with23.3% (on a GDP-weighted basis) lowering policy rates over the last three
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How much does credit card delinquency matter for spending?

Beware clickbaitRecent releases of the New York Fed’s Quarterly Report on Household Debt and Credit
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uly US CPI Inflation preview: Modestly firmer, but good enough for Fed cuts

CPI inflation to firm to 0.3% m/m in JulyCPI in June surprised to the downside. We expect some of that surprise to reverse in July.
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Mizuho China Weekly Outlook

China’s CPI rose by 0.5% YoY in July, surpassing market expectations. However, this uptick in the inflation rate was helped by stabilizing food prices rather than improved consumer demand. Food prices in July
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AI Revolution: A Polymath in Every Pocket

AI bubble? We’re just getting startedThe third major tech cycle of the past 50 years has begun. We wrote in our inaugural AI
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