海外研报

Decompression Creates Opportunities in Asia HY

The path of Asia credit spreads followed the macro marketsover the past week, with spreads under pressure at the start

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

Large foreign buying in Taiwan this week

Foreign (FII) flows / positioningn EM Asian region saw buying (+US$3.3bn) this week,

A severe case of COVIDIA: prognosis for an AI-driven US equity market

NVIDIA and its GPU customers are now a large driver of equity market returns, earnings growth, earnings revisions, industrial production and capital spending. NVIDIA’s financial results are extraordinary (it beat on

artificial-intelligence-what-does-it-mean-for-real-estate

Artificial Intelligence (AI): what was once just a buzzword, is now reshaping industries and

BofA_LatAm Oil & Gas

Revising E&P estimates following cut to oil price forecastFollowing BofA’s Global team cut to oil prices, we are updating our oil producer models

GD--AUGUST DATA REVEAL THE FED'S NEW CONUNDRUM

The main story line from the August personal income and spending data is, assuming payroll

UBS--What do lower interest rates in Switzerland mean for investors?

This report supersedes the original report published on 27

GS-- first bio-tech trait earnings coming through

Biotech seeds - improved visibility on trait payment: