海外研报

American Themes

The market’s perception of Brazil’s fiscal outlook has worsened in recent months after the government proposed a diluted fiscal consolidation plan for 2025-2028 in its draft Budgetary Directives Law in mid-April.

Supply and Cash Flow Monitors

Risk analysis may be conducted at the financial instruments level. Among the information normally used to define the risks, are (1) publications produced

Never (OK, rarely) short a dull market

Two studies, one conclusionThe challenge with studies on prolonged stretches like the chart on page 1 is that

"Front républicain" prevents RN majority. What's next?

The dropping out of a large number of candidatesfrom the second round of the legislative electionand another high voter turnout (more than 67%)

"Front républicain" prevents RN majority. What's next?

The dropping out of a large number of candidatesfrom the second round of the legislative electionand another high voter turnout (more than 67%)

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

Cooling thermal gen = cooler EU power prices

European power demand has taken a major hit… Settled day-ahead prices for most European countries spiked to as high as 740 EUR/MWh in August 2022 as the attack to the Nordstream pipelines connecting Russia