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Navigating a Noisy Election
Prepare for more noise than signal. Uncertainty is high for election results & the macro impacts of key policy choices. We see value in key equity sectors, a skew toward USD &
海外研报
2024年07月29日
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
海外研报
2024年08月01日
Higher Than Expected Jul Inflation Driven by Non-Core
Bottom Line: The July CPI printed slightly above expectations, driven chiefly bynon-core perishable food and regulated prices. Headline inflation printed at 1.05% in
海外研报
2024年08月09日
Global: GS Economic Indicators Update: European CAIs Signal UK Outperformance
Please find an update of our proprietary global economic indicators below. The databehind these exhibits can be downloaded here.
海外研报
2024年08月21日
Stronger Asian currencies heading into Powell’s Jackson Hole Speech
Asian FX continued to strengthen against the Dollar this week ahead Powell’s keynote speech in the Jackson Hole Symposium on Friday evening. This week
海外研报
2024年08月24日
If the plan is to sell dollar rallies, it isn’t working
Jay Powell’s focus on labour market data as the biggest driver of rate-hike timing leaves days like today (no jobs numbers, only consumer confidence, house prices and regional fed activity
海外研报
2024年08月28日
EM FX Trading: Top Trade Thursday
At Jackson Hole, Powell gave a clear indication that cuts are to come, and with this the market is now focused not on whether the Fed will cut in September but by how much. Powell's
海外研报
2024年08月31日
MS_Immigration- Global Perspective on a Growing Macro Driver
Global Economic BriefingImmigration: Global Perspective on a Growing
海外研报
2024年09月09日
US Federal Reserve and commodities
The US economy is en route towards a soft landing. Inflation is trending towards the Federal Reserve’s (Fed) 2% inflation target, and
海外研报
2024年09月12日
