海外研报

CitiFX Techs - US yields: Close to a break

Yields are testing support at 4.40% (March 2024 low), after breaking below the 4.55% support (March 27 low). IF we break belowthis level on a weekly basis, we will open up a 2

Housing deflating, demographics deteriorating, and exports slowing

Unless otherwise noted, information included herein is presented as of the dates indicated. Apollo GlobalManagement, Inc. (together with its subsidiaries, “Apollo”) makes no representation or warranty, expressed or

Another month of soft retail spending

Retail sales probably declined in JuneTotal card spending per household (HH), as measured by BAC aggregated credit and

Americas Small Cap Research Summary

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index dropped 0.4% today. Taiwan and Korea markets outperformed,while Hong Kong and China markets underperformed.

Weekly Rail Carload Snapshot — Week 28

Total traffic results for US Class I rails under coverage imply carload growthat +0.9% YoY in week 28, a deceleration versus +4.1% YoY in week 27.

Americas Energy: Oil: Majors & Refiners: Refreshing Select Estimates (PSX, CVI)

We update forecasts for Phillips 66 (PSX) and CVR Energy (CVI) to reflect mark tomarket commodity prices, refining crack spreads for the quarter and slightly revised

Australian Macro Weekly

We noted last week that the ‘soft’ data in Australia – indicators like business conditions and consumer confidence – remained soft. The most recent update

Weekly Teller: Initial 2Q takeaways

Initial 2Q reports: Mixed but fine for creditNotwithstanding top and bottom line beats (vs. consensus est.) by each of the fourbanks reporting on Friday, equity reactions were generally weaker on concerns about net

Weekly Theme: Jun oil & gas demand; refined products exports stable MoM

China oil demand down in 1H24 while gas improvedAccording to NBS and China Customs data, in Jun'24, China crude oil apparent demand was 15.7mbd/64mnt, -7% YoY/+2% MoM with the monthly throughput hitting the yearly