海外研报

Week 3: risks of overinvesting in AI overinvestors

Half-time report: 3% beat, guidance improves for large206 S&P 500 companies (46% of index EPS) have reported, beating consensus EPS by

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

Cross-Asset Weekly

The financial market turbulences this week have highlighted that (1) macro risks are shifting from inflation to growth, (2) carry trades are vulnerable to sharp reversals in late cycle ear.

Interest Rates Daily-Energy awakening?

Oil and gas market prices are both strongly up in the last few weeks, albeit for different reasons.