海外研报
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“When the facts change…”: follow-up on the Fed
In February, we published an Economics Focus entitled “When the facts change…” part 2: the Fed, in which we examined the evolution of the US
海外研报
2024年08月10日
Decompression Creates Opportunities in Asia HY
The path of Asia credit spreads followed the macro marketsover the past week, with spreads under pressure at the start
海外研报
2024年08月10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10日
All EM Asian markets saw foreign selling this week
Foreign (FII) flows / positioningn EM Asian region saw selling (-US$6.5bn) across marketsthis week, led by A-shares (-US$2.1bn) and Taiwan
海外研报
2024年08月10日
How to Navigate Summer Volatility?
The past two weeks have been highly volatile in the markets and across our NaturalResources coverage. As such, we ask our senior analyst team to reflect on where
海外研报
2024年08月10日
Assessing Market Volatility | Oil Views | European Banks
Since the US July employment report last Friday (Aug 2), there has been heightenedmarket volatility particularly in the US and Japan, with the latter mainly impacted by
海外研报
2024年08月10日
FX Focus India: Will INR weaken further?
We have received increasing client questions on whether INR could turn sharply weaker, or continue to weaken for that matter.
海外研报
2024年08月10日
US MARKET INTELLIGENCE:MACRO WEEK AHEAD WEEK OF AUGUST 12,2024
ECONOMICSAUG 12 - NY Fed 1-Yr infiation Expectations at 11am ET. Monthly Budget Stalement at2pm ET.AUG 13 - NFlB $mall Business Optimism at 6am ET. PPl and Core PPl at 8:30am ET.AUG 14-
海外研报
2024年08月10日
THE UK ECONOMIC MONITOR
July PAYE employment should gain 30K month-tomonth, while the June jobless rate rises to 4.5%.
海外研报
2024年08月10日
