海外研报
筛选
Europe Economic Weekly Back to cuts when back to school
Weekly view: Time to watch cycling and the OlympicsWe end the week feeling more comfortable again that the ECB will deliver a September
海外研报
2024年07月20日
Global FX Weekly The weak USD policy
G10. Fed still main USD driver. US election USD impact far from straightforward. Focus on FX tactical opportunities for now.
海外研报
2024年07月20日
China Online Travel Sector
China online travel sector to grow 15-18% in the next 2 years, driven by sharp outbound growth amidst slower domestic growth
海外研报
2024年07月20日
Global Credit Trader The rotation has yet to reach CCCs
Cuts are unlikely to flatten IG curvesn USD IG spread curves have remained remarkably stable this year.
海外研报
2024年07月20日
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23日
Global Rates Notes: Sufficient Liquidity, Constrained Capacity
Treasury repo rates remain broadly anchored, but more sustained pressure sincequarter-end suggests a shift in dynamics.
海外研报
2024年07月20日
The Impact of Trade Policy Uncertainty on UK Equity
The US presidential election is re-shaping the Europeanequity market. While markets have just started to fade
海外研报
2024年07月20日
US Equity Strategy Productivity: A Key Component to Earnings Resiliency
CITI'S TAKEThere are many forces at work in the US equity markets as we head into thebulk of the Q2 earnings season. Discerning macro from micro influenceswould seem to be a defining discussion point for the summer. All told, ourusual “sanity check"
海外研报
2024年07月23日
Global equities lost 2.1%; Momentum sold-off
Implications of trade policy for global marketsPrediction markets are now assigning a high probability
海外研报
2024年07月23日
