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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
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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
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US Equities: Selling Triggers

Selling triggers: We highlighted the risk that a downtrend could accelerate selling flows in our earnings hedging piece. That is exactly
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Emerging Insight Central Asia – FX “anomalies” untangled

Key takeaways• KZT to remain range-bound and managed through net NOF FX sales. NOF support has room to increase in 2H24 after new FX flow
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Global Earnings Revision Ratio Hint of softness

Global Earnings Revision Ratio moderated in JulyIn a hint of softness in earnings expectations, the Global Earnings Revision Ratio
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Morning Market Tidbits The Fed can afford to be patient

Why not cut in July?In a recent article, former New York Fed President Bill Dudley called for the Fed to begin its rate cutting cycle at next week’s FOMC meeting. Given his vast experience in
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Small/Mid Cap Strategy 5 FAQs we’re fielding on small caps

1) Are small caps still cheap after the rally?On an absolute basis, no – as of yesterday’s close, the Russell 2000 at 15.5x trades slightly above its historical average P/E of 15.2x. But small caps remain cheap vs. large
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Re-examining implications for commodities under a Red Wave

Global commodities: We build on our recent examination of the implications for commodities stemming from the US elections (see here) to reassess w hat GOP
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Much ado about nothing

A Trump presidency brings into focus his extreme policy positions. The impact of such policies on the energy market would not be straightforward.
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FOMC: dovish hold to precede September rate cut

We expect no change in the federal funds rate (FFR) at the July Federal Open Market Committee (FOMC) meeting, in what we expect will be a
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