海外研报

Endorses Vice President Harris; Democrats’ Odds of Winning the White House Edge Up Slightly

BOTTOM LINE: President Joe Biden exited the 2024 presidential race today (July21) and endorsed Vice President Kamala Harris. Harris’ prediction market-implied

USD: feeling green

The USD outlook has taken a turn for the worse of late on the back of: (1) growing market expectation that the Fed easing cycle could start as

Alphabet Inc. (GOOGL): Q2’24 Earnings First Take

We expect the market to have a muted reaction to Alphabet’s Q2’24 earnings reportupon our first read/analysis of the results. In terms of upside, we would point to

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

Boeing Co. (BA): Updating model for defense segment disclosure, legal payment

We are updating our BA model to incorporate recent commentary from Boeing’sCEO of Defense, Space & Security, Ted Colbert, where he stated 2Q24 financial