海外研报

US Macro Strategy: July FOMC Preview Rate cuts priced-in, now what?

Evolving rate cut expectations: At the start of the year, there were a slew of cuts expected. However, a combination of higher Q1 inflation and hawkish Fedspeak pushed pricing to less than 2 cuts for all of

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

FOMC – Heavy thumb on September scale

EventThere was very little expectation of a monetary policy move, and today’s FOMC justified this expectation. As the press conference went on, Fed Chair Powell gave

Summer revision courses: ECB rates

Like every summer, we are publishing a series of short papers on the ECB’s tools to help you revise during the summer so you can be