海外研报

Weekly Rail Carload Snapshot — Week 28

Total traffic results for US Class I rails under coverage imply carload growthat +0.9% YoY in week 28, a deceleration versus +4.1% YoY in week 27.

Americas Small Cap Research Summary

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on

NVDA Thermal Issues?

I got a lot of incoming questions yesterday on a sell-side competitor’s reports of thermal issues impacting NVDA GB200 Bianca board (1 CPU + 2 GPU) mass production. Albert Hung sees no impact so far in the Asia foodchain

LESSONS FROM THE '68 AND '80 PRESIDENTIAL CAMPAIGNS ARE STILL APPLICABLE

Choices made and not made in 1968 and 1980, by the Democrats and Republican candidates,are important lessons in assessing the way forward for this election. The attempted

CitiFX Techs - US yields: Close to a break

Yields are testing support at 4.40% (March 2024 low), after breaking below the 4.55% support (March 27 low). IF we break belowthis level on a weekly basis, we will open up a 2