海外研报

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

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

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.