海外研报

Barclays_Barclays Equity Factor Monitor_20241002

We attach the US & Europe factor baskets for September 30, 2024, to this report.

Barclays_Equity Strategy Market Review_20241004

Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies

Barclays_Tesla, Inc_20241002

We believe investors were likely expecting a more robust beat,

BoE—A Dovish Shift in the Debate, Supporting Our Forecast for Sequential Cuts

BOTTOM LINE: The latest commentary from the MPC indicates that the debate on

BofA - Hartnett - The Flow Show Q4 Pain Trades & Inflections_20241003

Scores on the Doors: gold 28.3%, stocks 18.2%, crypto 12.3%, HY bonds 8.5%,

BofA - Savita Subramanian - US Performance Monitor What seasonality_20241001

S&P 500 defies gravity in the seasonally weakest month

BofA_Asia Economic Weekly India- FX Reserves Up, up and away_20241004

This week in focusAnother eventful week for markets in Asia. China entered the Golden Week holiday with

BofA_Federal Reserve Watch No need for another 50_20241004

Did the Fed panic?The data flow since the Fed’s decision to cut by 50bp in September has been remarkably

BofA_Global Economic Weekly Jobs, cuts, and risks_20241004

Following the Fed’s pivot to the labor market, all eyes are set on US non-farm payrolls

BofA_Global FX Weekly Let’s assume no kaos_20241004

G10. Hawkish Powell vs. dovish Lagarde, Bailey and Ishiba led to USD strength. Middle