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

Investor Sentiment: Risk-Love A binary call

Global Risk-Love resets to neutralGlobal Risk-Love, our contrarian sentiment indicator for equities, has plummeted from

G10 Cuts Broaden as Data Stabilize

Activity data since the July NFP release have steadily chipped away at fears that theUS economy is rolling over. Cooperative inflation news solidified an already robust

BoJ downplaying structural deflationary pressures of excess corporate savings

The BoJ is constructing its inflation forecasts mainly on upward pressure on wages from labour shortages due to the aging of the

Hong Kong: PMI roughly unchanged in August

The S&P Global Hong Kong PMI (which covers the manufacturing, construction,wholesale, retail and services sectors) edged down to 49.4 in August from 49.5 in