海外研报
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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
海外研报
2024年07月23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23日
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
海外研报
2024年07月23日
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
海外研报
2024年07月23日
Today's Morning Meeting
quity Strategy(Mislav Matejka,CFA)Q2 Preview: Consensus call for the EPS narrowing between the Mag-7 and rest might still be lackingQ2 reporting season is heating up. Activity was broadly better for the quarter, sequentially, pointing to
海外研报
2024年07月23日
USD: feeling green
The USD outlook has taken a turn for the worse of late on the back of: (1) growing market expectation that the Fed easing cycle could start as
海外研报
2024年07月23日
BIDEN RESIGNS AND HARRIS FEELS THE HEAT (OF HISTORY)
President Biden’s departure from the presidential race did not coronate his VP, Kamala Harris, as successorcandidate for president. If he had instead resigned from office, he would have cemented her candidacy and given
海外研报
2024年07月23日
US Semiconductors
CITI'S TAKEWe spent the last week meeting investors in New York/Connecticut. Interms ofinvestor sentiment -while NVDA remains the stock with the mostpositive sentiment, we believe AVGO is catchingup to NVDA. Investors werealso positive on NXPl and
海外研报
2024年07月23日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index dropped 0.6% today. China and Hong Kong marketsoutperformed, while Taiwan and Korea markets underperformed. Within MXAPJ
海外研报
2024年07月23日
Global Macro Watch Known Unknowns 21 – 26 July
Full focus on US 2Q GDP and PCEWe expect the advance estimate of 2Q GDP to come in at 2.3% qoq saar on the back of
海外研报
2024年07月23日
