海外研报
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Consolidation without expenditure compromise
Faced with a trade-off between fiscal consolidation and expectations demand
海外研报
2024年07月25日
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
海外研报
2024年07月25日
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
海外研报
2024年07月25日
Global Macro Insight
We think the economics of elevated wage growth and sticky service sectorinflation do not warrant a rate cut at the 1 August meeting, despite the
海外研报
2024年07月25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07月25日
Benign credit, rate cuts: Who benefits in equity space?
Credit markets are in good health despite some distressed HYsituations, which continues to backstop equities. Amid a
海外研报
2024年07月25日
SOFR trimming
The Fed has announced plans to make some technical tweaksto the SOFR calculation. The resulting rate is little different,
海外研报
2024年07月25日
