海外研报
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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07月31日
Downgrade Retail to Neutral: 2Q24 Promos Suggest Weakening Demand
We downgrade Retail to Neutral from Positive on erosion ofinventory margin recapture as promos intensify and demand
海外研报
2024年08月08日
Global Macro Watch Known Unknowns 11 – 16 August
July US CPI should be good enough for a September cutWe forecast headline CPI rose by 0.3% mom in July, owing mainly to a pickup in core
海外研报
2024年08月12日
Latest Thoughts Ahead of Kazatomprom (KAP) Production Guidance
In this note, we update estimates for Cameco Corporation (CCJ, Buy) following2Q24 results. While the quarter came in below GS and Street estimates, we note
海外研报
2024年08月15日
