海外研报

Barbell IG Position Provides Moderate Yield Pickup

With Asia credit having retraced the spread widening duringthe spike in market volatility earlier this month, the market

Asia Macro Weekly

Malaysia’s investment approvals maintained a robust pace in Q1 2024 after rising to an all-time high in 2023. Investments accelerated in the

Further advancement in South Asia and stronger FX contributed to a 1% gain in MXAPJ

MXAPJ gained 1%, led by Thailand and Philippines (+3%),while Taiwan, Korea and China-A (-1%) underperformed.

August HICP preview: target approaching

We expect Eurozone headline inflation to decline from 2.58% to 2.20% YoY in August, favoured by large energy-negative base effects. In

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

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 Barclays Live.

Weekly automotive pit stop

We believe the accompanying valuation framework is one of the most important fundamental factors that should be considered when making investment decisions on

$hort term stretched, medium term is not

View: $hort term stretched, medium term is notUSD weakness heading into the Jackson Hole conference with US Federal Reserve chair

In the middle of the USD smile

The viewG10. USD weakness on soft landing, imminent Fed cuts, in the middle of the smile.

The Flow Show Jackson Dole

Scores on the Doors: gold 19.6%, crypto 17.7%, stocks 15.4%, HY bonds 6.5%, IG bonds 3.8%, cash 3.5%, commodities 1.9%, oil 1.8%, govt bonds 0.6%, US$ 0.2% YTD.