海外研报
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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
海外研报
2024年07月26日
USD/JPY: We lower our near-term forecast
cut rates substantially / Will Japanese investors accelerate JPY appreciation?USD/JPY corrected to the 142-143 range for a while today, apparently reflecting the
海外研报
2024年08月07日
Catalysts and What Type of Landing?
Inflation seems to be under control (by recent standards), which helped markets. We were a bit surprised how strongly the market reacted to PPI, as it is generally a tier 2 piece of data, and we seem
海外研报
2024年08月19日
Demand upcycle creates valuation upside; Raise TPs for GDS/VNET; Buy GDS
More specifically, we see China wholesale IDCs are entering an upward demandcycle driven by Gen-AI and GPU-related capex among cloud hyperscalers (e.g. we
海外研报
2024年09月06日
