海外研报
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Further advancement in South Asia and stronger FX contributed to a 1% gain in MXAPJ
MXAPJ gained 1%, led by Thailand and Philippines (+3%),while Taiwan, Korea and China-A (-1%) underperformed.
海外研报
2024年08月24日
August HICP preview: target approaching
We expect Eurozone headline inflation to decline from 2.58% to 2.20% YoY in August, favoured by large energy-negative base effects. In
海外研报
2024年08月24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24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 Barclays Live.
海外研报
2024年08月24日
Equities: Bad cop, good copper
KEY MESSAGESWe initiate three trade ideas to position for upside incompanies involved in the production of transition metals
海外研报
2024年08月24日
Global macro: Too far, too fast? (2)
In Global macro: Too far, too fast?, dated 5 August, wenoted that the US Federal Reserve, on average across
海外研报
2024年08月24日
Weekly automotive pit stop
We believe the accompanying valuation framework is one of the most important fundamental factors that should be considered when making investment decisions on
海外研报
2024年08月24日
$hort term stretched, medium term is not
View: $hort term stretched, medium term is notUSD weakness heading into the Jackson Hole conference with US Federal Reserve chair
海外研报
2024年08月24日
In the middle of the USD smile
The viewG10. USD weakness on soft landing, imminent Fed cuts, in the middle of the smile.
海外研报
2024年08月24日
The Flow Show Jackson Dole
Scores on the Doors: gold 19.6%, crypto 17.7%, stocks 15.4%, HY bonds 6.5%, IG bonds 3.8%, cash 3.5%, commodities 1.9%, oil 1.8%, govt bonds 0.6%, US$ 0.2% YTD.
海外研报
2024年08月24日
