海外研报
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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 Barclays Live.
海外研报
2024年08月24日
Equities: Bad cop, good copper
KEY MESSAGESWe initiate three trade ideas to position for upside incompanies involved in the production of transition metals
海外研报
2024年08月24日
Global macro: Too far, too fast? (2)
In Global macro: Too far, too fast?, dated 5 August, wenoted that the US Federal Reserve, on average across
海外研报
2024年08月24日
Weekly automotive pit stop
We believe the accompanying valuation framework is one of the most important fundamental factors that should be considered when making investment decisions on
海外研报
2024年08月24日
$hort term stretched, medium term is not
View: $hort term stretched, medium term is notUSD weakness heading into the Jackson Hole conference with US Federal Reserve chair
海外研报
2024年08月24日
In the middle of the USD smile
The viewG10. USD weakness on soft landing, imminent Fed cuts, in the middle of the smile.
海外研报
2024年08月24日
The Flow Show Jackson Dole
Scores on the Doors: gold 19.6%, crypto 17.7%, stocks 15.4%, HY bonds 6.5%, IG bonds 3.8%, cash 3.5%, commodities 1.9%, oil 1.8%, govt bonds 0.6%, US$ 0.2% YTD.
海外研报
2024年08月24日
Japan: BoJ downplaying structural deflationary pressures of excess corporate savings
It is not surprising that some government and LDP officials have pointed out the need for a change to a world with interest rates. This is because
海外研报
2024年08月24日
China Economic Activity and Policy Tracker: August 23
In this note, we update four sets of high frequency indicators that we track: 1)consumption and mobility; 2) production and investment; 3) other macro activity; and
海外研报
2024年08月24日
margin in 1H24; land bank optimization key to rebuild L-T growth visibility; Neutral
COGO reported 1H24 net profit -49% yoy to Rmb885mn on both topline decrease(-20% yoy) and GPM slide (-7pp yoy to 10%). We expect its topline growth outlook to
海外研报
2024年08月24日
