海外研报
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EA HICP: NO GREEN LIGHT FOR SEPTEMBER CUT, BUT SERVICE INFLATION SLOWS
July flash HICP for the Euro Area (EA) gives the ECB no green light to cut in September yet, but progress onservice disinflation is encouraging. Amid adverse base effects in energy inflation and increasingly less supportive
海外研报
2024年08月01日
WAGES, DOLLARS AND CRYPTOS
As my colleague, Dario Perkins, points out, the UK is the crowned king of devaluations. As a result, we will be taking a look back at the history of these devaluations over the next few months –
海外研报
2024年08月01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
海外研报
2024年08月01日
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
海外研报
2024年08月01日
Investment lmplications Of Election and Trump Policies
According to BCA Research's US Equity Strategy service, the stock market outperformance in 2024 thus faris an unusual pattern in election years. The historical data imply that the market wil suffer a spill if investors
海外研报
2024年08月01日
Rate Cuts Won't Ensure A Soft Landing
A comparison with the most recent 3 months of performance is not particularly relevant, given that this cycle'ssector performance landscape has been distorted by a lack of breadth caused by the meteoric rise in ahandful of iT and iT-adjacent in
海外研报
2024年08月01日
Uneven Upside Surprise In Eurozone Q2 Growth
Eurozone GDP surprised to the upside in Q2, growing by 0.3% q/q annualized against expectations of 0.2%.Stronger-than-expected expansions in France (0.3% q/g vs 0.2%) and Spain (0.8% g/q vs 0.5%), as well assteady growth in ltaly (0.2% q/q),
海外研报
2024年08月01日
US Consumers More Pessimistic About CurrentEconomic Conditions
The Conference Board measure of consumer confidence surprised to the upside, rising from 97.8 to 100.3 inJuly. Respondents' more optimistic economic outlook drove the overall increase, offsetting a bleaker view olcurrent conditions. Consumers'
海外研报
2024年08月01日
US Job Openings Above Expectations, Hires Slow
US job openings grew by 8.18 milion in June, exceeding expectations of 8 milion, but below May's 8.23milion openings. The pro-cyclical manufacturing sector accounted for the largest drag, withdrawing 100thousand openings, or one-sixth of its May
海外研报
2024年08月01日
Boeing Co. (BA): 2Q24 First Take: year-end production targets reiterated, Kelly Ortberg named CEO
Bottom line: BA 2Q24 results are choppy, as the company worked throughproduction slow downs in commercial and recorded additional charges on challenged
海外研报
2024年08月01日
