海外研报
筛选
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
海外研报
2024年08月21日
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.
海外研报
2024年08月21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21日
Energy Sigma Another reset
Oil prices have recovered somewhat from the early-Augustselloff that coincided with another reset in speculative
海外研报
2024年08月21日
BofA Securities Equity Client Flow Trends Clients bought last week’s rally
2nd week of equity inflows: Last week, during which the S&P 500 rallied 3.9%, BofA Securities clients were net buyers of US equities (+$2.7B) for a second week
海外研报
2024年08月21日
Global Positioning in Stocks Trendy Industrials
Industrials are the flavour of the monthAs global equities rallied 1.5% in July, long-only funds globally increased active equity
海外研报
2024年08月21日
Interest Rates Trade Idea-Close: long TIPS 5Y breakevens
On 20 June, we recommended being long TIPS 5Y breakevens (BEs), as theylooked cheap to oil prices and nominal Treasury yield. At around 2.21% on
海外研报
2024年08月21日
Coal Tracker: Natural gas-driven coal rally has overshot fundamentals
In the past three weeks, the physical API2 price rallied to 123 USD/t, 21% upfrom its July 2024 low, while the Newcastle coal price rallied by 9% to 145
海外研报
2024年08月21日
Eye on Freight: Thinking Through A Potential Class 1 Rail Strike in Canada
Bottom line: As soon as August 22nd (00:01), the Canadian class 1 rail union laborforce could go on strike given the lack of a labor deal amid ongoing union labor
海外研报
2024年08月21日
Global Markets Daily: China Oil Demand: A Tale of Micro and Macro Softness (Grigsby/Struyven)
We dig deeper into the recent weakness in China oil demand and its implicationsfor the Chinese economy and oil prices by analyzing China micro and macro
海外研报
2024年08月21日
