海外研报
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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
海外研报
2024年07月27日
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
海外研报
2024年07月27日
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
海外研报
2024年07月27日
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
海外研报
2024年07月27日
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.
海外研报
2024年07月27日
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
海外研报
2024年07月27日
Mutual funds modestly reduce China exposure in June
Foreign (FII) flows / positioningn The EM Asia region saw another week of heavy selling
海外研报
2024年07月27日
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
海外研报
2024年07月27日
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
海外研报
2024年07月27日
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
海外研报
2024年07月27日