海外研报
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3 themes from 2Q 2024 conference calls: The labor market, the consumer, and AI
Our quarterly S&P 500 Beige Book reviews conference call transcripts to gain aqualitative perspective on key issues facing company managements. This
海外研报
2024年08月16日
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
海外研报
2024年08月18日
Theme in Charts: Bearish Gas is Bearish Oil
Our commodities team believes global gas prices will need to substantially pricebelow lignite economics as a wave of new LNG projects hits the market in a
海外研报
2024年08月18日
Trend follower bond longs getting stretched, equity closer to neutral for now
CTAs likely not participating in equity rally (yet)The S&P 500 broke a four-week losing streak by posting its best weekly return since
海外研报
2024年08月19日
US Economics Weekly in the datavei
CITI'S TAKEStronger-than-expected retail sales and the drop in initial jobless claimsraised market optimism that a "soft landing" might still be achieved, but thecontinued contraction in manufacturing, falling
海外研报
2024年08月19日
Global FX Trader Rates Exaggerate
Our thoughts on USD, CHF, BRL, IDR, AUD/NZD, THB & Jackson Holen USD: Markets or macro. Investors have been asking whether the wild swings
海外研报
2024年08月19日
Sunday Start | What's Next in Global Macro Derivative Thinking
All attention this week will be on Jackson Hole, where the conference has been aptly titled “Reassessing the Effectiveness and Transmission of Monetary Policy.” We
海外研报
2024年08月19日
A truer signal from the unemployment rate
Historically, a substantial rise in the unemployment rate has been associated with a recession. But changes in the unemployment rate can be amplified or damped by
海外研报
2024年08月19日
