海外研报
筛选
Friday Finish – US Economics
Look through the jump in jobless claims as the fallout from Hurricane Beryl and annual auto retooling.
海外研报
2024年07月22日
2Q Review: Sitting in Neutral
Looking through our 1Q Review note before we began writing this 2Q note, we findourselves essentially writing the same opening paragraph: PPG shares finished today -3%
海外研报
2024年07月22日
The Impact of Trade Policy Uncertainty on UK Equity
The US presidential election is re-shaping the Europeanequity market. While markets have just started to fadeEuropean political risk,
海外研报
2024年07月22日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index dropped 0.6% today. China and Hong Kong marketsoutperformed, while Taiwan and Korea markets underperformed. Within MXAPJ
海外研报
2024年07月23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23日
Global Macro Watch Known Unknowns 21 – 26 July
Full focus on US 2Q GDP and PCEWe expect the advance estimate of 2Q GDP to come in at 2.3% qoq saar on the back of a strong consumer, with risks to the downside. Meanwhile, personal income and
海外研报
2024年07月23日
China: Fiscal weakness lingered in June; expecting government bond issuance to pick up in Q3
Bottom line:China’s on-budget fiscal revenue growth remained subdued in June, weighed onagain by falling tax revenue growth (especially VAT and corporate income tax),
海外研报
2024年07月23日
FX Positioning Update
At present, the G10 FX PIX 2.0 signals that the GBP, JPY and AUD areoverbought. We have temporarily suspended the model’s trading
海外研报
2024年07月23日
Today's Morning Meeting
quity Strategy(Mislav Matejka,CFA)Q2 Preview: Consensus call for the EPS narrowing between the Mag-7 and rest might still be lackingQ2 reporting season is heating up. Activity was broadly better for the quarter, sequentially, pointing to
海外研报
2024年07月23日
New Monetary Framework: more hawkish than you think
The ECB’s new monetary framework is set to take effect on18 September, and yet nothing will really change. The only effective
海外研报
2024年07月23日
