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

Weekly IMM FX Positioning

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk and/or the author only. The publication may not be considered investment research or an

"Wolf! Wolf! The wolf is chasing the sheep!"

 Market pricing of end-2024 Fed Funds fell from 4.66% (67bp below the current level) before the July labour market data were released, to 3.85% just before the (stronger) ISM services data

A Little Less Resilient

One of the outstanding features of Europe’s long stretch of sub-par growth has been the surprising resilience of the continent’s labor market. For six

Walmart Marketplace continues to expand and differentiate; takeaways from its

WMT recently held its 2024 Marketplace Seller Summit, where the companyannounced category expansion, multichannel fulfillment, and new features that

GS--Coinbase Global Inc. (COIN): Communacopia + Technology Conference — Key Takeaways

Presenters: Brian Armstrong, Co-Founder & CEO; Alesia Haas, CFOModerated by: Will Nance, Payments and Financial Technology, Goldman Sachs

BofA_Situation Room Weaker foreign demand for back-end bonds_20241023

The lack of demand for back-end bonds from foreign investors is one reason for the