海外研报

Indonesia: Steady growth beat, pockets of vulnerability

• The Indonesian economy expanded 5.05% yoy in 2Q24, similar to quarter

Macro Insights Weekly Slowdown cometh?

Markets are becoming concerned that a cyclical slowdown could be around the

FX: DEER recommendations (Aug 2024)

The DEER Strategy recommends longpositions in JPY, CAD, and AUD, and

Americas Transportation: Valuation Tracker: Transports Outperform in July

Transportation stocks were stronger relative to the S&P in July with 15companies within our coverage outperforming the S&P 500 (the index up

Will the great unwind continue?

Market HighlightsMonday 5 August was a monumental day for markets. The Nikkei fell 12% which was the largest 1 day decline since 1987, the S&P500 fell 3% to end the day with the largest intra-day

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

Americas Small Cap Research Summary

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on

Global Macro: Too far, too fast?

The market has sharply re-priced to reflect fears of asignificant slowdown in US growth and heightened

Japan: Contextualizing the NKY’s second largest 1-day decline on record

KEY MESSAGES▪ The Nikkei 225’s second largest one-day decline on record (-12.4%) on Monday underscores the large portfolio liquidation pressure

BofA Securities Equity Client Flow Trends Bifurcated client flows during last week’s

So far past peak negative flows: Last week, during which the S&P 500 was -2.1%, BofA Securities clients were net sellers of US equities (-$2.6B) for the fourth