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Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index dropped 0.4% today. Philippines and Singapore marketsoutperformed, while Hong Kong and Korea markets underperformed. Within MXAPJ
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Global Macro Insight

We think the economics of elevated wage growth and sticky service sectorinflation do not warrant a rate cut at the 1 August meeting, despite the
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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
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Benign credit, rate cuts: Who benefits in equity space?

Credit markets are in good health despite some distressed HYsituations, which continues to backstop equities. Amid a
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SOFR trimming 

The Fed has announced plans to make some technical tweaksto the SOFR calculation. The resulting rate is little different,
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Europe Trembles At the Trump Tremor

The rising odds of a Trump victoryin November are weighing on theperformance of European equities.Investors fear a resumption of thetrade wars that dominated the frstTrump presidency.
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SOFR methodology tweak: minimal impact

SOFR changes: no affiliate trades, limit specials impactLast week the NY Fed proposed two very technical changes to the SOFR calculation
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Market Analysis Comment Bullish broadening and rotation

2024 summer rally hits a wall at SPX 5600sThe S&P 500 (SPX) rallied into the 5600s, achieving the target for the 2022-2023 bullish
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2Q24 First Take: Beat supported by overlifts and gas marketing

Equinor reported 2Q24 results this morning (July 24), with group operating incomeat US$7,483 mn, +8% above company-complied consensus of US$6,959mn, and
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Euro Area—Measuring Underlying Inflation (Vashkinskaya/Stott)

Underlying inflation in the Euro area remains in focus as one of the three criteriaused by the ECB’s Governing Council to set monetary policy. To analyse the
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