海外研报
  1. 首页
  2. 海内外研报
  3. 海外研报

筛选

研报种类:

列表

LatAm At A Glance Summer breeze

Supportive external environmentThe global backdrop remains favorable for LatAm local markets. US inflation prints over the past two months have come in well below expectations. At the same time growth
海外研报

GS Economic Indicators Update: Japan Sequential Trimmed Core Inflation Accelerates to 2.1% in June

Please find an update of our proprietary global economic indicators below. The databehind these exhibits can be downloaded here. Interactive charts can be found onour living page here.
海外研报

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

Further S&P 500 downside could trigger accelerated unwinds from CTAs

CTAs could be unwinding S&P 500 and NASDAQ-100 longsOur CTA model showed trend follower longs in the NASDAQ-100 and S&P 500 at
海外研报

Equity Strategy

Q2 reporting season is heating up, Activity was broadly better for the quarter,sequentially, pointing to an improvement in earnings delivery - top chart. This,though, is to a good extent reflected in consensus estimates, where Q2 EPSprojections
海外研报

The Pulse of the Market Thoughts on Sentiment, Earnings, Rotation, and the US Election

In a NutshellThe big things you need to know: First, investor sentiment has gotten as extreme as it did last August and this past March.
海外研报

Endorses Vice President Harris; Democrats’ Odds of Winning the White House Edge Up Slightly

BOTTOM LINE: President Joe Biden exited the 2024 presidential race today (July21) and endorsed Vice President Kamala Harris. Harris’ prediction market-implied
海外研报

Argentina: Trade Surplus in June Supported by Weak Imports and a Stronger Harvest (Armella)

Bottom Line: The trade balance recorded a US$1.9bn surplus in June, up from theUS$1.8bn deficit recorded a year ago but weaker than the US$2.6bn surplus in the
海外研报

Weekly Warm-up: Does TheCycle Matter More Than TheElection Outcome?

Does the Cycle Matter More Than The Election Outcome? Like in 2016.2017, we are more focused on the cadence of the business cycle than on theoutcome of the election, While markets have been digesting the rising oddsof a Trump win, cyclical
海外研报

Europe Morning Call: Jul 22, 2024

Click “here” for the GS EUROPEAN EXPRESS: Morning Update and a writtensummary of the Europe Morning Call.
海外研报