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19日
Global Commodities What a Trump presidency could mean for commodities
Arguably the most important delta for physical commodity markets coming from a Trump Presidency—a proposed implementation of major tariffs on US imports —wouldn’t come for
海外研报
2024年07月19日
Relative value models and analysis
Mean Rvt Rank is based on an autocorrelation statistic on spline spreads over the past month. 100 means the spread is highly mean reverting relative to others, and vice versa.
海外研报
2024年07月19日
Weekly IMM FX Positioning
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk and/or the author only. The publication may not be considered investment research or an
海外研报
2024年07月17日
The Buffalo Is Back
While economic surprises have been negative lately, leading indicators and easing global central-bank policies point to the slow global expansion gaining traction in the second half of 2024 and 2025.
海外研报
2024年07月17日
Elevating To Top Pick As Apple Intelligence Catalyzes Record Upgrade Cycle
Apple Intelligence is set to drive record device upgrades; our new forecast calls for 235m iPhone shipments in FY25 and 262m in FY26, 2-12% above Street.
海外研报
2024年07月17日
DB CoTD: The 2% club has increased
** The 2024 II Fixed Income Analyst survey is now open. If you’ve appreciated our work over the last year, it would mean a lot to us if you’d be able to vote. I have a pdf
海外研报
2024年07月17日
Strengthening its Position as Industry Leader
TSM is the world’s leading semiconductor foundry company. The company provides wafer manufacturing, wafer probing, assembly and testing, mask production and design services.
海外研报
2024年07月20日
United Airlines Holdings Inc
United Airlines (UAL) provides scheduled air transportation for passengers (>90% of total revenue) and cargo (3-5%) throughout the United States and across the globe. United Airlines
海外研报
2024年07月20日
