海外研报

Mizuho China Weekly Outlook

China’s CPI rose by 0.5% YoY in July, surpassing market expectations. However, this uptick in the inflation rate was helped by stabilizing food prices rather than improved consumer demand. Food prices in July

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index rose 0.4% today. Taiwan and Korea markets outperformed, whileSingapore and Indonesia markets underperformed. Within MXAPJ sectors, Info Tech

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

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

Total recall 2Q:24 – Core strength drives OEMs; Supplier outlooks disappointing

Pricing remains solid but production outlook down YoY2Q:24 showed a change of pace for the automotive industry. Global production is now

Investor Sentiment: Risk-Love A binary call

Global Risk-Love resets to neutralGlobal Risk-Love, our contrarian sentiment indicator for equities, has plummeted from

Cheatsheet - G10 & EM Week Ahead: Half and half

US core CPI should, in part, comfort Fed officials but, in other, keep them squarely focused on labor and economic trends. US retail

CHF: more reversal in sight?

Asia overnight Investors are making a cautious start to the week. While investor sentiment continues to gradually recover following last week’s drubbing, key US retail sales

US Economics Weekly Risingunemployment is not“transitory'

CITI'S TAKEThe rise in the unemployment rate is the clearest sign yet that rather thanachieving a “soft landing" the US economy is more likely to slide intorecession.Attempts to explain away