海外研报
筛选
STRONG DOLLAR PROBLEM. JOIN US LIVE
This is an extremely important and off-consensus theme that we've been fixated on for over a year. How thestrong dollar is dealt with by the US will have global economic ramifications, we even see the potential for a new
海外研报
2024年07月26日
Emerging Market Weekly Pulse
The unprecedented developments surrounding the US election have dominated the headlines as the outcome will largely define the US economic,
海外研报
2024年07月26日
New Construction Grows in June Despite Volatility in Rates
New Housing Activity Continues to Grow in June: On a trailing 12-month basis,single-family permits rose 15% YOY in June, vs up 16% in May and -22% a year ago.
海外研报
2024年07月26日
Asia-Pacific Inflation Monitor: Further easing in inflation in June
n This publication summarizes regional and economy-specific inflation data acrossthe Asia-Pacific economies we cover. The latest data points are for June 2024 inmost cases.
海外研报
2024年07月26日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index dropped 0.9% today. Taiwan and India markets outperformed,while Australia and Korea markets underperformed. Within MXAPJ sectors, Utilities
海外研报
2024年07月26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26日
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
2024年07月26日
Emerging Insight Central Asia – FX “anomalies” untangled
Key takeaways• KZT to remain range-bound and managed through net NOF FX sales. NOF support has room to increase in 2H24 after new FX flow
海外研报
2024年07月26日
Global Earnings Revision Ratio Hint of softness
Global Earnings Revision Ratio moderated in JulyIn a hint of softness in earnings expectations, the Global Earnings Revision Ratio
海外研报
2024年07月26日
Morning Market Tidbits The Fed can afford to be patient
Why not cut in July?In a recent article, former New York Fed President Bill Dudley called for the Fed to begin its rate cutting cycle at next week’s FOMC meeting. Given his vast experience in
海外研报
2024年07月26日
