海外研报

US Equity Views Reflections on the recent selloff

The S&P 500 index has declined by 6% during the past three days as investorconcerns about the durability of US economic growth have pervaded financial

VIX spike: ETP effect declines following an 8 point move in VIX futures

Large declines in global equity indexes over the past few days have led to anincrease in equity volatility and options prices. During normal market volatility, there

ROTATION, RESET OR BOTH?

The mid-summer equity sell-off is as much about rotation as it is a market resetamplified by technical factors against the backdrop of a sharp yen rally, signs of

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index rose 1.8% today. Taiwan and Philippines markets outperformed,while Australia and Malaysia markets underperformed. Within MXAPJ sectors, Info

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

Downgrade Retail to Neutral: 2Q24 Promos Suggest Weakening Demand

We downgrade Retail to Neutral from Positive on erosion ofinventory margin recapture as promos intensify and demand