海外研报

Barclays_Americas Morning Research Summary_20241021

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all

Barclays_Americas Small Cap Research Summary_20241021

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all

BofA_Earnings Tracker Week 2- Stock-picking alpha “en fuego”, glimmers of hop

So far so good with a 5% beat, led by Financials

BofA_Global Macro Watch Known Unknowns 20 – 25 October

What happens in DC doesn’t stay in DC

BofA_High Frequency Monitor Persistently positive_20241021

Global equities rally on US strengthLast week, the MSCI AC World Index (0.5%) rallied for the eighth week in ten as the US

Cheatsheet - G10 & EM Week Ahead_ Stay focused

By Varshi Karamsetty, Naveen Nair,Valery Berenshtein

GS--China: PBOC delivers 25bp cut to both 1-year and 5-year LPR

The PBOC delivered 25bp cuts to both the 1-year and 5-year LPR today (Oct 21st)

CitiFX Techs - US rates_ Momentum vs resistance

US rates are testing interesting resistance levels. While the momentum on yields suggests that we could see further upside,