海外研报

United Airlines Holdings Inc

United Airlines (UAL) provides scheduled air transportation for passengers (>90% of total revenue) and cargo (3-5%) throughout the United States and across the globe. United Airlines

India budget, Korea GDP and 20-day exports, and MAS meeting

Scheduled key data releases for the coming week in Asia ex-Japan include the UnionBudget in India, Q2 GDP and July 20-day export data in Korea, industrial production

Global Strategy Weekly-Are we on the brink of another Nasdaq crash?

The June US CPI data surprised investors not just because of the benign data but also because of the unusually extreme reaction it triggered within the equity market. To

Americas Energy: Oil: Majors & Refiners: Refreshing Select Estimates (PSX, CVI)

We update forecasts for Phillips 66 (PSX) and CVR Energy (CVI) to reflect mark tomarket commodity prices, refining crack spreads for the quarter and slightly revised

Third Plenum points to more support

China concluded its Third Plenum meeting for long-term economic plans, and thecommunique possibly signaled more stimulus to support the economy, while

with Defensives outperforming Info Tech & Internet sectors

MXAPJ declined 3.1%, dragged by Taiwan, China offshore(-5% each) and Hong Kong (-3%), while Philippines (+3%),

Australian Macro Weekly

We noted last week that the ‘soft’ data in Australia – indicators like business conditions and consumer confidence – remained soft. The most recent update

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

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