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MS--Valuation Chartbook – September 2024
Key TakeawaysGlobal Staples slightly re-rated on an absolute basis in the last 4W to 20.1x N12MP/E, led by ROW Staples while EU and US valuations were broadly flat
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2024年10月11日
MS-- Global Macro Commentary
ECB cuts by 25bp; sell-off in European duration; USTs marginally cheapen; BoJ's Tamura says BoJ policy rate should be at least
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2024年09月16日
GD--EARNINGS TRENDS IMPROVING DESPITE SOFTER MACRO DATA
Macro Drivers: The Sahm rule has been triggered, the Perkins rule has not◼ Multi Asset: Investors have added to Nasdaq, UST 30y and Gold longs
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2024年09月09日
U.S. Desk Strategy CB Views: Jackson Hole Recap
With the clock ticking, the time has come for Fed cuts Powell said “The time has come for policy to adjust” (towards lower rates)…
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2024年08月26日
The W&W Indicator falls to marginally bullish in Jun
Indicator falls to the “marginally bullish” zone in JunThe monthly and weekly average of BofA China A-share Wax & Wane Indicator in Jun
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2024年07月04日
India Economic Update
The abrupt widening of the goods trade deficit in August might have been due to a sudden gold rush and other seasonal factors, but the underlying
海外研报
2024年09月19日
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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2024年07月30日
Week 3: risks of overinvesting in AI overinvestors
Half-time report: 3% beat, guidance improves for large206 S&P 500 companies (46% of index EPS) have reported, beating consensus EPS by
海外研报
2024年07月30日
June payrolls preview: The job market continues to hum along
Cooling but not coolWe forecast nonfarm payrolls rose by a solid 200k in June, a 72k decline from the 272k
海外研报
2024年07月04日
