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“When the facts change…”: follow-up on the Fed

In February, we published an Economics Focus entitled “When the facts change…” part 2: the Fed, in which we examined the evolution of the US
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GOAL: Asset Allocation

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Americas Construction: Building Products: AHRI — June Read-Throughs

Residential Water Heater Shipments Down 1% in June: This compares to a 2%decline in May and +12% a year ago. Commercial fell 4% YOY vs up 16% last month
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Decompression Creates Opportunities in Asia HY

The path of Asia credit spreads followed the macro marketsover the past week, with spreads under pressure at the start
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Australian Macro Weekly

A volatile week and a hawkish RBAAfter a volatile week in markets, some calm appears to have returned. Our
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Interest Rates Daily

Volatility driven short-end OAT curve dislocations have already started to correct. To us, the long-end remains exposed to (domestic) politics.  Having front-loaded
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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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Core CPI expected to have firmed in July

We expect US headline CPI to have risen 0.21% m/m SA in July (from -0.06% in June) inthe release due next week, on August 14. We expect part of the acceleration to have come
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Food for Thought: Sector Selection for Rate Reduction

Over 13 rate cutting cycles stretching back to the 1980s,Healthcare and Staples outperformed most consistently over
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Initial claims see more normalization

Initial jobless claims declined last week, driven in part byoutsized drops in Michigan and Texas. Last week's reading of
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