海外研报
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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
海外研报
2024年08月08日
European equities: Q2 2024 earnings season recap
Cautious guidance: Current market volatility is due to a combination of factors in a poorliquidity month and cautious corporate guidance. We continue to recommend a defensivestance and buying into high-quality companies that have derated.
海外研报
2024年08月12日
Buyer's markets-Global Daily
US producer price inflation was soft in July. Both headline (0.1% m/m and 2.2% y/y) and core (0.0% m/m and 2.4% y/y) PPI inflation came in below expectations. Goods prices rose by 0.6%
海外研报
2024年08月15日
Japan: macro fair value of the Nikkei index
The Nikkei Index can be estimated using nominal GDP (JPY trn), net domestic fund demand (corporate savings rate + fiscal balance, % GDP,
海外研报
2024年08月23日
