海外研报
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AS IF NOTHING EVER HAPPENED?
MULTI ASSET Vol spikes like the one earlier this month are not uncommon. Historically, markets tend
海外研报
2024年08月18日
Still Like Macau Gaming, Though More BB Than B
The shifting macro dialogue once again was the main driverof global markets. Recent concerns on US growth were
海外研报
2024年08月18日
Focus back on the Fed after the yen carry trade unwind
The worst of the yen carry trade unwind appears to be behind us. Market attention is turning back towards the US Federal Reserve easing cycle that
海外研报
2024年08月18日
Employment growth can turn quickly
Employment rose a strong 58.2k in July after a 52.3k increase in June. Over the past six months employment growth has averaged 50.9k. That strength in
海外研报
2024年08月18日
European 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
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2024年08月18日
June Q largely in-line with expectations; Taobao Tmall set for CMR reacceleration
Taobao Tmall online GMV grew high-single-digit % YoYFY1Q25 results came in mixed with revs slightly below Street expectations, including
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2024年08月18日
The Maestros in Jackson Hole
Jackson Hole: “Effectiveness & Transmission of Monetary Policy.” Sep cut signal, size TBD. Rates: buy dip even if marginally hawkish. FX: limited impact.EUR.
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2024年08月18日
US Economic Weekly Slow and steady, not fast and furious
Weekly viewpointThis week’s jam-packed data calendar delivered mostly good news. Inflation was
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2024年08月18日
Global Economic Outlook & Strategy
CITI'S TAKEThe global economy looks likely to register annual growth of 2.4% in 2024only a modest slowdown from last year's pace as Hi data have broadlysurprised to the upside.in recent weeks, however,
海外研报
2024年08月18日
