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

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.

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%

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,