海外研报

What would a Trump defeat mean for the USD?

Asia overnightA rebound in US technology stocks fizzled in Asia and at the time of writing, S&P500 futures were trading in the red. Asian bourses were trading mixed with

Consolidation without expenditure compromise

Faced with a trade-off between fiscal consolidation and expectations demand

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

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

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

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