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BOJ, FED, FUEL SURGE IN EM FX VOLATILITY

Fed and BoJ meetings have further raised EM FX volatility. Last week’s FOMC meeting was widely interpreted as confirming the market expectation that the funds rate will be cut in
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RECESSION APPEARS INEVITABLE BY YEAR- END, UNLESS THE FED CUTS (THEY WILL)

The search is on for indications that the economy is heading towards recession if the Fed fails to act sooner than later – not for indicators of recession itself. The softening data that are rolling
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Asia-Pacific Growth Monitor: EM Asia growth holding up, but factory surveys slow

This publication summarizes regional and country-specific growth data acrossthe Asia-Pacific economies we cover. In most cases, the latest data points are
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'IRAN-ISRAEL': AIRSTRIKES DON’T ALWAYS MEAN OIL SHOCKS

With Brent oil futures hovering near seven-month lows as recession fears vie with rising Iran-Israel-Hezbollah tensions, a top question for investors is: Are markets overly complacent about the
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Indonesia: Steady growth beat, pockets of vulnerability

• The Indonesian economy expanded 5.05% yoy in 2Q24, similar to quarter
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Macro Insights Weekly Slowdown cometh?

Markets are becoming concerned that a cyclical slowdown could be around the
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FX: DEER recommendations (Aug 2024)

The DEER Strategy recommends longpositions in JPY, CAD, and AUD, and
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Americas Transportation: Valuation Tracker: Transports Outperform in July

Transportation stocks were stronger relative to the S&P in July with 15companies within our coverage outperforming the S&P 500 (the index up
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Will the great unwind continue?

Market HighlightsMonday 5 August was a monumental day for markets. The Nikkei fell 12% which was the largest 1 day decline since 1987, the S&P500 fell 3% to end the day with the largest intra-day
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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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