海外研报

FIRST ECB MIDSUMMER DATA CHECK: CUT

Sticking to “data dependence” ahead of the September decision, at the last press conferenceChristine Lagarde said the ECB will focus especially on “WPP” – Wages, Productivity and Profits

Macro Insights Weekly Putting the inflation genie back in the 2% bottle

The market is watching closely for signs for US economic slowdown, pricing in about 100bps in

Breaking with convention--Global Daily

Pity those having to make forecasts for the global economy right now. After all, they are having to do so less than 80 days from a US election in which two radically different policy platforms are

Americas Transportation: Eye on Freight: “Big Three” Ports Grow Above Seasonality

Imports were positive YoY in July, up 43%, after June’s strong 20% growth andMay’s -3% growth. July’s values of 1,016,497 TEUs was above prior implied values of

Americas Transportation: Railroads: Weekly Rail Carload Snapshot — Week 33

Total traffic results for US Class I rails under coverage imply carload growthat +6.9% YoY in week 33, an acceleration versus +4.3% YoY in week 32.

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

Energy Sigma Another reset

Oil prices have recovered somewhat from the early-Augustselloff that coincided with another reset in speculative