海外研报

European 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

Cross-Asset Weekly

The financial market turbulences this week have highlighted that (1) macro risks are shifting from inflation to growth, (2) carry trades are vulnerable to sharp reversals in late cycle ear.

Interest Rates Daily-Energy awakening?

Oil and gas market prices are both strongly up in the last few weeks, albeit for different reasons.

Foldable, AI server and satellite early-stage product cycles – initiate SZS, Chenbro, WNC at Buy

We further expand our coverage into 3 areas where we are positive and see the product cycle at an early stage: SZS(foldable), Chenbro (AI server), and WNC (satellite) are well positioned with leading technologies and customer bases. In