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Equity Strategy Market Review

Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies covered in its research reports. As a result, investors should be
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Global Economics Wrap-Up: July 12, 2024

Consumer sentiment appears more sensitive to inflation in DMs (whereinflation is rarer) than in EMs, and the effect tends to persist for two yearsafter a surge ends.
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Tesla delays Robotaxi unveil to October, reportedly to develop more prototypes

Prior unveil was set for August 8th, which we believe was likelyan arbitrary date. While delay possibly signals progress on a
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JPY – thoughts on suspected MoF intervention

The Japanese government may have intervened in the FX market to shore up JPY again after the release of the US June CPI print on Jul 11 and possibly again in the Tokyo
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Rising Demand for Government Bond Funds

Net flows into global equity funds were moderately positive in the week endingJuly 10, though the underlying regional composition was more mixed (+$10bn vs
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Summer Break

n GBP: Stay long vs USD. The tactical backdrop looks increasingly friendly for riskand negative for the Dollar with further signs of a benign slowdown in US
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Narrow breadth could persist

Narrow market breadth continuing to impact portfoliosGlobally, a few large stocks are driving equity market returns, which makes it difficult for
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Big sales of Financials stocks as earnings season kicks off

Single stock-driven outflows: Last week, during which the S&P 500 was +0.9%, BofA Securities clients were net sellers of US equities (-$3.3B) after the previous
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Global Fixed Income Views

A 70% probability of Sub Trend Growth, and a soft landing, remain our base case. While smaller businesses and lower income households struggle with
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Global FX Weekly The weak USD policy

G10. Fed still main USD driver. US election USD impact far from straightforward. Focus on FX tactical opportunities for now.
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