海外研报
筛选
US July jobs report: Broad-based weakening risks steeper cuts
• A sizable deceleration in payrolls and the fourth consecutive increase in the unemployment rate (which triggered the Sahm Rule) point
海外研报
2024年08月06日
PANIC STATIONS!
1. Global recession risk, with CBs (perceived to be) behind the curve2. The unwind of the Yen carry trade (did BoJ hawkishness mark the top of
海外研报
2024年08月06日
'IRAN-ISRAEL': AIRSTRIKES DON’T ALWAYS MEAN OIL SHOCKS
With Brent oil futures hovering near seven-month lows as recession fears vie with rising Iran-Israel-Hezbollah tensions, a top question for investors is: Are markets overly complacent about the
海外研报
2024年08月07日
Indonesia: Steady growth beat, pockets of vulnerability
• The Indonesian economy expanded 5.05% yoy in 2Q24, similar to quarter
海外研报
2024年08月07日
Macro Insights Weekly Slowdown cometh?
Markets are becoming concerned that a cyclical slowdown could be around the
海外研报
2024年08月07日
FX: DEER recommendations (Aug 2024)
The DEER Strategy recommends longpositions in JPY, CAD, and AUD, and
海外研报
2024年08月07日
Americas Transportation: Valuation Tracker: Transports Outperform in July
Transportation stocks were stronger relative to the S&P in July with 15companies within our coverage outperforming the S&P 500 (the index up
海外研报
2024年08月07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08月07日
Americas Small Cap 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08月07日
Global Macro: Too far, too fast?
The market has sharply re-priced to reflect fears of asignificant slowdown in US growth and heightened
海外研报
2024年08月07日
