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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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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
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Boeing Co. (BA): Monthly aircraft delivery tracker: July mid-point check-in

Our aircraft delivery tracker, based on Planespotters data, shows Boeing hasdelivered 23 aircraft in July through 7/21, including 17 737 MAX, 3 787, 1 777, and 2other.
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LatAm At A Glance Summer breeze

Supportive external environmentThe global backdrop remains favorable for LatAm local markets. US inflation prints over the past two months have come in well below expectations. At the same time growth
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Global Macro Watch Known Unknowns 21 – 26 July

Full focus on US 2Q GDP and PCEWe expect the advance estimate of 2Q GDP to come in at 2.3% qoq saar on the back of a strong consumer, with risks to the downside. Meanwhile, personal income and
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Global Macro Watch Known Unknowns 21 – 26 July

Full focus on US 2Q GDP and PCEWe expect the advance estimate of 2Q GDP to come in at 2.3% qoq saar on the back of
海外研报

Global Macro Watch Known Unknowns 21 – 26 July

Full focus on US 2Q GDP and PCEWe expect the advance estimate of 2Q GDP to come in at 2.3% qoq saar on the back of
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High Frequency Monitor Temporary glitch

Semis weighed on equity returns last weekThe MSCI AC World Index fell -2.1% last week as the Semiconductor sector (-9.1%) weighed on returns in all regions. Despite the pullback, this global Semis sector has still
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Liquid Insight Dutch pension funds, in 10 questions

Key takeaways• Dutch pension funds are key actors in the long-end of the EUR swaps curve, but they are also active across asset classes.
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Further S&P 500 downside could trigger accelerated unwinds from CTAs

CTAs could be unwinding S&P 500 and NASDAQ-100 longsOur CTA model showed trend follower longs in the NASDAQ-100 and S&P 500 at
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