海外研报

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

Americas Small Cap Research Summary

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on

Rotational correction tests gap support

Rotation is the lifeblood of a bull marketOnly Technology and Communication Services beat the S&P 500 (SPX) over the first six

Global Economic Weekly Patience is a virtue

Global Letter: Patience is a virtueMajor central banks to meet next week. We expect the Fed to remain on hold, the BOJ

The Flow Show Peak Oligarchy

Scores on the Doors: crypto 33.5%, gold 14.1%, stocks 11.0%, oil 9.3%, commodities 5.4%, HY bonds 4.4%, cash 3.0%, US dollar 2.9%, IG bonds 0.8%, govt bonds -3.1% YTD.

Re-examining implications for commodities under a Red Wave

Global commodities: We build on our recent examination of the implications for commodities stemming from the US elections (see here) to reassess w hat GOP

Mutual funds modestly reduce China exposure in June

Foreign (FII) flows / positioningn The EM Asia region saw another week of heavy selling

End of Week Market Intelligence: topsy...

... turvy...The sense of trepidation that picked up last week across the Tech tape, especially,has generally continued throughout this week (the NASDAQ Composite index is

1H/2Q-24 Earnings Tracker: Earnings Fail to Impress

More than 40% of the companies we expect to include inour earnings tracker have reported. Overall, we expect toinclude c.500 companies in our tracker (this represents

European Views: Rising Downside (Stehn)

1. Following a stronger-than-expected pickup in Q1 activity, the Euro area growthoutlook has dimmed. First, the incoming activity data looks notably weaker, with a