海外研报
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Indonesia: Steady growth beat, pockets of vulnerability
• The Indonesian economy expanded 5.05% yoy in 2Q24, similar to quarter
海外研报
2024年08月07日
Macro Insights Weekly Slowdown cometh?
Markets are becoming concerned that a cyclical slowdown could be around the
海外研报
2024年08月07日
FX: DEER recommendations (Aug 2024)
The DEER Strategy recommends longpositions in JPY, CAD, and AUD, and
海外研报
2024年08月07日
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
海外研报
2024年08月07日
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
海外研报
2024年08月07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08月07日
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
海外研报
2024年08月07日
Global Macro: Too far, too fast?
The market has sharply re-priced to reflect fears of asignificant slowdown in US growth and heightened
海外研报
2024年08月07日
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
海外研报
2024年08月07日
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
海外研报
2024年08月07日