海外研报
筛选
Half-time calm
We appreciate your 5-star vote in the 2024 Institutional Investor Global Fixed-Income ResearchSurvey. View our analysts » Vote 5 stars for Barclays »
海外研报
2024年07月19日
Five TD Sequential signals to know for Q3
Summary: Market timing with TD SequentialOn Thursday July 18th at 12pm NY / 5pm London time we will host a conference call
海外研报
2024年07月19日
Argentina: Impressive disinflation, with side-effects
Argentina: Impressive disinflation with side-effectsArgentina inflation is dropping much faster than expected, from 25% in December (13%
海外研报
2024年07月19日
Deconstructing the recent rally – and what’s next
Greater confidence in rate cuts? Check. Now: EPS in focusFollowing last week’s inflation data, small caps saw the biggest four-day rally since
海外研报
2024年07月19日
Liquid Insight G10 growth convergence and FX
Key takeaways• Q4-to-Q4 consensus GDP forecasts see US growth converging lower to G10. USD has +55% corr to US-World growth diff since 1974.
海外研报
2024年07月19日
Outlook for BoJ's "detailed plan" and likelihood of July rate hike
On July 9-10, the Bank of Japan held meetings of the Bond Market Group to gather market opinions on its "detailed plan" for reducing bond purchases, set to be
海外研报
2024年07月19日
ChinaPulse: Q2’s 4.7%yoy growth shows the need for government to step up policy support
growth rate in the same period implied a -0.7%yoy GDP deflator for Q2. The growth deceleration was largely due to weakened support from service industry,
海外研报
2024年07月19日
Global Commodities What a Trump presidency could mean for commodities
Arguably the most important delta for physical commodity markets coming from a Trump Presidency—a proposed implementation of major tariffs on US imports —wouldn’t come for
海外研报
2024年07月19日
ECB—Holds Rate and Emphasises Data-Dependence
BOTTOM LINE: The Governing Council left all policy parameters and the formalguidance unchanged, as widely expected. During the press conference, President
海外研报
2024年07月19日
Global Macro Insight 17 July 2024
Door opening to Fed rate cuts, September eyed• The door is opening for the Fed to begin cutting rates soon, which we expect to start in September (25bp). Q2 inflation data indicate disinflation
海外研报
2024年07月19日
