海外研报

Benign credit, rate cuts: Who benefits in equity space?

Credit markets are in good health despite some distressed HYsituations, which continues to backstop equities. Amid a

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

Monetary Policy Expectations Analysis

The opinions and research contained in this document (in the form of text, image, video or audio) are (a) not personal financ ial advice nor financial advice about any product or service; (b) provided for information only;

Options Opportunities in the Momentum and Growth Sell-off

Along with modest weakness in the US equity market over the past week, theMomentum factor saw a reversal in trend (-1.8% vs. +15.0% YTD) and Growth

Market Comments

Part of the market is focused on earnings and misses. Part is focused on US data, where the Philly Fed for services screamed ‘stagflation!’ with its weak headline and high prices paid component,