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FIRST ECB MIDSUMMER DATA CHECK: CUT

Sticking to “data dependence” ahead of the September decision, at the last press conferenceChristine Lagarde said the ECB will focus especially on “WPP” – Wages, Productivity and Profits
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Macro Insights Weekly Putting the inflation genie back in the 2% bottle

The market is watching closely for signs for US economic slowdown, pricing in about 100bps in
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Breaking with convention--Global Daily

Pity those having to make forecasts for the global economy right now. After all, they are having to do so less than 80 days from a US election in which two radically different policy platforms are
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Americas Transportation: Eye on Freight: “Big Three” Ports Grow Above Seasonality

Imports were positive YoY in July, up 43%, after June’s strong 20% growth andMay’s -3% growth. July’s values of 1,016,497 TEUs was above prior implied values of
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Americas Transportation: Railroads: Weekly Rail Carload Snapshot — Week 33

Total traffic results for US Class I rails under coverage imply carload growthat +6.9% YoY in week 33, an acceleration versus +4.3% YoY in week 32.
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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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Energy Sigma Another reset

Oil prices have recovered somewhat from the early-Augustselloff that coincided with another reset in speculative
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BofA Securities Equity Client Flow Trends Clients bought last week’s rally

2nd week of equity inflows: Last week, during which the S&P 500 rallied 3.9%, BofA Securities clients were net buyers of US equities (+$2.7B) for a second week
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Global Positioning in Stocks Trendy Industrials

Industrials are the flavour of the monthAs global equities rallied 1.5% in July, long-only funds globally increased active equity
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Interest Rates Trade Idea-Close: long TIPS 5Y breakevens

On 20 June, we recommended being long TIPS 5Y breakevens (BEs), as theylooked cheap to oil prices and nominal Treasury yield. At around 2.21% on
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