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Barclays_Barclays Equity Factor Insights_ September

We maintain Positive view on Growth and Negative view onValue across both regions, despite the recent weakness in US
海外研报

BNPP_GLOBAL OUTLOOK Q4 2024 CUTTING IT FINE

Central bank easing in the US and across most developed markets will helpstabilise growth in what we would continue to characterise as a soft landing.
海外研报

CR--Market comments

Friday’s US payrolls report was supposed to settle the question of whether the Fed would be cutting by 25bps next week, or 50. On Thursday of last week the OIS futures had 33.8bps of cuts
海外研报

GS--China Consumer Staples: Expert call takeaways

On Sept 3, we hosted a virtual conference with a large-scale Spirits and F&Bdistributor located in Hunan province. Key highlights include: 1) Spirits: The
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GS--Earnings matters: 10 key takeaways from 6000+ companies’ 2Q/1H24 results

Offshore led A-shares. 1H24 profit growth came in at 12%/0% forMXCN/CSI300. 41% of market cap beat expectations while 35% missed.
海外研报

CT--Global Economics Global Indicators August Chartbook: The World in Pictures

CITI'S TAKE Our global indicators chartbook shows ongoing resilience in services
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DU--CitiFX Wire - DeskTalk

USD, US equities and front-end yields are higher. We think price action reflects unwinds/exhaustion after a frustratingFriday and going into this week's events. This could continue on benign growth data (and potentially tighter polls) but
海外研报

GS--Inflection in volumes on the horizon; eyes on the German market over H2

German onshore wind roll-out is turning a corner. By 2030, Germany targets 115GW of onshore wind capacity, which requires a run rate of ~8 GW pa. While delivery
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FF--Everything as it should b

Despite the volatility of the past week, the FAST FX model has not triggered any new trades. Most of the ten crosses covered by the model
海外研报

GS--Global FX Trader Check Your Speed01

USD: Toeing a fine line. The incoming data over the past month, including the nAugust employment report, clearly points to a slowing US economy with
海外研报