海外研报

USA: Job Openings Above Expectations; Consumer Confidence In Line with Expectations

BOTTOM LINE: Job openings declined in June from an upwardly-revised level inMay, above consensus expectations for a larger decline. After incorporating today’s

July Flashlight for the FOMC Blackout Period Rate Cuts Coming Into View

Congress has given the Federal Reserve a dual mandate of "maximum employment" and "price stability." With inflation surging to a 40-year high in 2022, the FOMC largely

BANK OF JAPAN (FINALLY) GETS BOLDER

Today, the Bank decided (by a 7-2 majority vote) to raise the overnight call rate by 15bps to 0.25% and(unanimously) to roughly halve its monthly JGB purchases to around 3 trillion yen by 2026 Q1 via cuts of “about

EA HICP: NO GREEN LIGHT FOR SEPTEMBER CUT, BUT SERVICE INFLATION SLOWS

July flash HICP for the Euro Area (EA) gives the ECB no green light to cut in September yet, but progress onservice disinflation is encouraging. Amid adverse base effects in energy inflation and increasingly less supportive

WAGES, DOLLARS AND CRYPTOS

As my colleague, Dario Perkins, points out, the UK is the crowned king of devaluations. As a result, we will be taking a look back at the history of these devaluations over the next few months –

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