海外研报

Consolidation without expenditure compromise

Faced with a trade-off between fiscal consolidation and expectations demand

Alphabet Inc. (GOOGL): Q2’24 Earnings First Take

We expect the market to have a muted reaction to Alphabet’s Q2’24 earnings reportupon our first read/analysis of the results. In terms of upside, we would point to

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index dropped 0.4% today. Philippines and Singapore marketsoutperformed, while Hong Kong and Korea markets underperformed. Within MXAPJ

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

SOFR trimming 

The Fed has announced plans to make some technical tweaksto the SOFR calculation. The resulting rate is little different,

2Q24 First Take: Beat supported by overlifts and gas marketing

Equinor reported 2Q24 results this morning (July 24), with group operating incomeat US$7,483 mn, +8% above company-complied consensus of US$6,959mn, and

Euro Area—Measuring Underlying Inflation (Vashkinskaya/Stott)

Underlying inflation in the Euro area remains in focus as one of the three criteriaused by the ECB’s Governing Council to set monetary policy. To analyse the

India budget: closer to the medium-term fiscal target

The Indian government chose a middle path by distributing its non-tax revenue bonanza into revenue spending and fiscal deficit reduction. The