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

Olympic truce?

The 2024 Olympic Games open today in Paris, bringing with the sporting events the ancient tradition of the Olympic Truce for the next fortnight or so.

Change in Fed call: Three 25bp cuts this year

With this morning's weaker-than-expected labor market report,we now expect the FOMC to cut rates by 25bp three times this

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

SocGen - On Our Minds - ECB staff still on holidays. Bigger downward revisions likely ahead

Given the recent market volatility and re-pricing of rate cuts since the July meeting, today’s ECB press conference was surprisingly uneventful. A second cut was delivered as