海外研报
筛选
EA GDP: PERIPHERY > CORE; SURVEYS: JOBS AND PRICES COOL
Flash Euro Area (EA) GDP for Q2 confirms the three main trends of the past year: 1) ‘periphery’ outperforms‘core’, with Spain's large upside surprise (0.8% QoQ vs 0.5% expected) and Germany slipping back into contraction
海外研报
2024年07月31日
Euro Area: German Headline Inflation Beats Expectations
BOTTOM LINE: German headline HICP inflation was 2.60%yoy in July, in line withour tracking forecast and above consensus expectations of 2.5%yoy, up from
海外研报
2024年07月31日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index dropped 0.4% today. India and Singapore markets outperformed,while Indonesia and China markets underperformed. Within MXAPJ sectors, Utilities
海外研报
2024年07月31日
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
