海外研报
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Americas Energy: Oil: Majors & Refiners: Refreshing Select Estimates (VLO, MEG.TO)
We update forecasts for MEG.TO and VLO to reflect recent commodity prices forCanada oil and refining indicator margins for Valero. Our price target is unchanged for
海外研报
2024年07月19日
Americas Transportation: Eye on Freight: Intermodal Recovery Potential v.3
Bottom line: Post the disappointing JBHT earnings release, we thought it couldbe instructive to take a look at several factors that may be in various stages of
海外研报
2024年07月19日
F3Q24 preview: Apple Intelligence and the iPhone replacement cycle
We expect AAPL to deliver an EPS beat in F3Q24E with $85.1 bnof revenue (+4% yoy) and EPS of $1.36 (v. FactSet consensus$1.33).
海外研报
2024年07月19日
Asia Open - Mind the unwind, from USDJPY to US stocks
Consensus trades took a hit Wednesday, as seen by the sell-off in USDJPY (-1.3%) and Nasdaq (-2.5%). A combination of
海外研报
2024年07月19日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index dropped 0.4% today. Indonesia and Philippines marketsoutperformed, while Taiwan and Korea markets underperformed. Within MXAPJsectors, Cons Stap and Energy led while Info Tech and Industrials lagged. MSCI
海外研报
2024年07月19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07月19日
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
海外研报
2024年07月19日
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
