海外研报

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

US MARKET INTELLIGENCE:AFTERNOON BRIEFING

US: Stocks closed sharply lower but off their lowest levels. Pre-market, the global selloff startedwith Japan as the NKY fell by 12.4%. The SPX hit a session low of -4.6%, with the ViX spiking to65, up 178% from Friday's close of 23. This was driven by a

Equity Strategy Market Review

Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies covered in its research reports. As a result, investors should be

Global Equity Volatility Insights Return of Fed put adds to risk of fragility

The time has come… to dust off the fragility playbookAt Jackson Hole, Powell spoke of contained inflation, lower rates ahead, and a revived

GS--Implications of higher corporate taxes in France

Last week, Prime Minister Barnier said that he was

MS GenAI Adoption - 2 Years In

In 2025, Cloud Capex spend will equate to the entire Apollo

Japan economic update_ 2024-29 economic scenario

2024: negative growth