海外研报
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Alphabet Inc. (GOOGL): Q2’24 Earnings First Take
We expect the market to have a muted reaction to Alphabet’s Q2’24 earnings reportupon our first read/analysis of the results. In terms of upside, we would point to
海外研报
2024年07月25日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index dropped 0.4% today. Philippines and Singapore marketsoutperformed, while Hong Kong and Korea markets underperformed. Within MXAPJ
海外研报
2024年07月25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25日
SOFR trimming
The Fed has announced plans to make some technical tweaksto the SOFR calculation. The resulting rate is little different,
海外研报
2024年07月25日
2Q24 First Take: Beat supported by overlifts and gas marketing
Equinor reported 2Q24 results this morning (July 24), with group operating incomeat US$7,483 mn, +8% above company-complied consensus of US$6,959mn, and
海外研报
2024年07月25日
Euro Area—Measuring Underlying Inflation (Vashkinskaya/Stott)
Underlying inflation in the Euro area remains in focus as one of the three criteriaused by the ECB’s Governing Council to set monetary policy. To analyse the
海外研报
2024年07月25日
India budget: closer to the medium-term fiscal target
The Indian government chose a middle path by distributing its non-tax revenue bonanza into revenue spending and fiscal deficit reduction. The
海外研报
2024年07月25日
Is the front end fairly priced?
Following the downside surprise in June CPI, along with benign readings for the relevant PPI components, the Fed’s preferred PCE inflation metric is likely to be
海外研报
2024年07月25日
apan: rise in Nikkei due more to power of reflation than economic quality improvement
The ESG Macro Index, which represents the quality of the Japanese economy, improved to 0.81 in Q124 from 0.66 in Q423. The deteriorating
海外研报
2024年07月25日
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;
海外研报
2024年07月25日
