海外研报

Weekend Cross-Asset Dislocations (20-Jul-2024)

remains lower than we would expect in the context of the economic environmentand options prices show that investors are not overly concerned about a

Economics Focus

On Sunday at 20:00 CET, we should have a broad idea of the make-up of the National Assembly. At around 22:00 CET, we will likely have a fairly clear view on the final make-up.

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Transport Chartbook – thoughts on shipping S/D – Global trade growth remainedstrong in 2Q with air freight up +10% yoy and container +6%. This is driven by a

Framing The Upside Path to 2025 Operating Income

In this report, we preview AMZN’s upcoming Q2’24 operatingresults and increase our above-Street 2025 GAAP Operating Income

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

Gold’s unwavering bull market

Global commodities: Gold is breaking out to new all-time highs and continues to surprise even our above-consensus forecasts, both in its upward intensity as well

Liquid Insight Dutch pension funds, in 10 questions

Key takeaways• Dutch pension funds are key actors in the long-end of the EUR swaps curve, but they are also active across asset classes.

US Weekly Kickstart

Small-caps just posted the most powerful weekly return vs. large-caps on record. Against a backdrop of extreme equity market concentration, four

USD long-term fair value falters in Q124

The USD saw its long-term fair value fall somewhat across the board in Q124. The drop came on the back of the continuing loss of its real rate &