海外研报
筛选
USD: Trump vs Powell vs Trump
Investor sentiment was given a boost by FOMC Chair, Jerome Powell, expressingcautious confidence that US inflation has resumed a downward path, which led tosome pullback in UST yields. Curbing investor sentiment in Asia, however,
海外研报
2024年07月05日
Commodity mid-year 2024 outlook
Global commodities: With global economic growth cooling (not collapsing), we believe the leg lower on commodities since mid-May is only temporary. To put this
海外研报
2024年07月05日
DB CoTD: Into the top 10...
*** The 2024 II Fixed Income Analyst survey is now open. If you’ve appreciated our work over the last year, it would mean a lot to us if you’d be able to vote. I have a pdf
海外研报
2024年07月18日
Global Fixed Income Markets Weekly
Overview: DM central banks showed further progress towards starting or continuing to reduce current monetary policy restriction this week given the
海外研报
2024年07月19日
F3Q24 preview: Apple Intelligence and the iPhone replacement cycle
We expect AAPL to deliver an EPS beat in F3Q24E with $85.1 bnof revenue (+4% yoy) and EPS of $1.36 (v. FactSet consensus$1.33).
海外研报
2024年07月19日
Half-time calm
We appreciate your 5-star vote in the 2024 Institutional Investor Global Fixed-Income ResearchSurvey. View our analysts » Vote 5 stars for Barclays »
海外研报
2024年07月19日
How AI matters for Korea macro? — Nearterm gains amid long game
This week in focusTop policy makers in China concluded the widely-watched Third Plenum this week, with the policy readout highlighting both long term structural reforms and short term
海外研报
2024年07月20日
