海外研报
筛选
Much ado about nothing
A Trump presidency brings into focus his extreme policy positions. The impact of such policies on the energy market would not be straightforward.
海外研报
2024年07月26日
STRONG DOLLAR PROBLEM. JOIN US LIVE
This is an extremely important and off-consensus theme that we've been fixated on for over a year. How thestrong dollar is dealt with by the US will have global economic ramifications, we even see the potential for a new
海外研报
2024年07月26日
Global Earnings Revision Ratio Hint of softness
Global Earnings Revision Ratio moderated in JulyIn a hint of softness in earnings expectations, the Global Earnings Revision Ratio
海外研报
2024年07月26日
Emerging Market Weekly Pulse
The unprecedented developments surrounding the US election have dominated the headlines as the outcome will largely define the US economic,
海外研报
2024年07月26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26日
Trade Close: Close Options Recommendation in TSLA, EW, IBM, CMG
We close our recommendation to buy TSLA calls. We close our 5-Jun, 2024recommendation to buy TSLA Aug-24 $175 calls at a gain following their earnings.
海外研报
2024年07月26日
How inflationary are Trump’s tariffs?
Trump’s 60/10 tariff proposal could raise prices by 1.8% over two years, absent second-round effects• Supply chain disruption and adjustment costs risk elevating these inflationary costs
海外研报
2024年07月26日
Pool Corp. (POOL): 2Q24 First Take
2Q EPS Beat Led by Revenue: Pool Corp reported 2Q EPS of $4.99, above our$4.92 estimate and FactSet consensus of $4.91. The outperformance was primarily
海外研报
2024年07月26日
FX7 Charts What does Fed easing mean for the dollar?
The dollar’s reaction to Fed easing cycles has varied enormously in the past 40 years. In 1985, the dollar fell a long way, but not until four months after the first rate cut. In 1989, it started falling
海外研报
2024年07月26日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index dropped 0.9% today. Taiwan and India markets outperformed,while Australia and Korea markets underperformed. Within MXAPJ sectors, Utilities
海外研报
2024年07月26日
