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Doubtful on growth, hopeful on the market
Investors turn more doubtful on the global growth outlookA net 27% of investors expect softening global growth over the coming 12 months, the
海外研报
2024年07月17日
Another month of soft retail spending
Retail sales probably declined in JuneTotal card spending per household (HH), as measured by BAC aggregated credit and
海外研报
2024年07月17日
S&P 500 2Q earnings preview: Other 493 back in the black
Macro weakened, but an EPS miss is rare. Guidance & revisions improved. We expect a typical 2% beat, smallest since 4Q22.
海外研报
2024年07月18日
Rates Strategy Weekly "Hints gleaned from Bond Market Group meetings"
(1) Hints gleaned from Bond Market Group meetingsThe BOJ held a round of Bond Market Group meetings on 9–10 July. Reference materials
海外研报
2024年07月18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19日
Weekly Theme: Jun oil & gas demand; refined products exports stable MoM
China oil demand down in 1H24 while gas improvedAccording to NBS and China Customs data, in Jun'24, China crude oil apparent demand was 15.7mbd/64mnt, -7% YoY/+2% MoM with the monthly throughput hitting the yearly
海外研报
2024年07月20日
Europe Weekly Kickstart The Impact of Trade Policy Uncertainty on Capex Beneficiaries
The US presidential election is re-shaping the Europeanequity market. While markets have just started to fade
海外研报
2024年07月20日
Microsoft Outage More a CrowdStrike Issue
This morning, MSFT is experiencing a large outage stemmingfrom a faulty software update from CRWD. While theimplications
海外研报
2024年07月22日
US Equity Strategy Productivity: A Key Component to Earnings Resiliency
CITI'S TAKEThere are many forces at work in the US equity markets as we head into thebulk of the Q2 earnings season. Discerning macro from micro influenceswould seem to be a defining discussion point for the summer. All told, ourusual “sanity check"
海外研报
2024年07月23日
Endorses Vice President Harris; Democrats’ Odds of Winning the White House Edge Up Slightly
BOTTOM LINE: President Joe Biden exited the 2024 presidential race today (July21) and endorsed Vice President Kamala Harris. Harris’ prediction market-implied
海外研报
2024年07月23日
