海外研报
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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20日
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
海外研报
2024年07月20日
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
