海外研报
筛选
EA GDP: PERIPHERY > CORE; SURVEYS: JOBS AND PRICES COOL
Flash Euro Area (EA) GDP for Q2 confirms the three main trends of the past year: 1) ‘periphery’ outperforms‘core’, with Spain's large upside surprise (0.8% QoQ vs 0.5% expected) and Germany slipping back into contraction
海外研报
2024年07月31日
TIME TO TURN ATTENTION TO MANAGING THE FED BALANCE SHEET
The headline coming out of this week’s FOMC meeting will be the signal that funds ratecutting begins in September, with the usual caveats. Probably not reported but still very
海外研报
2024年07月31日
Mizuho China Weekly Outlook
China’s high-frequency indicators for July were mixed. On one hand, steel-related activity has eased further, with rebar prices hitting a new low since 2017 (Fig 8) and crude steel production declining at a
海外研报
2024年07月31日
Americas Transportation: Railroads: Weekly Rail Carload Snapshot — Week 30
Total traffic results for US Class I rails under coverage imply carload growthat +6.2% YoY in week 30, an acceleration versus -0.7% YoY in week 29.
海外研报
2024年07月31日
Armstrong World Industries Inc. (AWI): 2Q24 First Take
2Q Beats Consensus, Miss vs GSe Led by Margin: Armstrong reported 2Q adj.EPS of $1.62, below our $1.63 estimate but above FactSet consensus of $1.55. The
海外研报
2024年07月31日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index dropped 0.4% today. India and Singapore markets outperformed,while Indonesia and China markets underperformed. Within MXAPJ sectors, Utilities
海外研报
2024年07月31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31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
海外研报
2024年07月31日
