海外研报

On Our Minds RBI: Growth optimism behind hawkish stance

The RBI kept the policy rate (at 6.5%) and the policy stance (withdrawal of accommodation) unchanged during its monetary policy meeting in August

Tail wags dog as rate hike expectations fade despite hawkish rate increase

The BoJ increased its policy rate to 0.25% at the July 30-31 Monetary Policy Meeting when the market was not expecting it and also emphasized its intention to

GS--Communacopia + Technology Conference — Key Takeaways01

Presenters: Dushyant Sharma, Founder & CEO and Sanjay Kalra, SVP & CFOModerated by: Will Nance, Payments and Financial Technology, Goldman Sachs

Barclays_Americas Morning Research Summary_20240927

This summary is compiled from research reports previously published by Barclays Equity

JPM_Global Data Watch_20241004

US data show high-for-long soft-landing scenarios are underappreciated

Jefferies - Chris Wood - Great expectations_20241010

GREED & fear continues to believe that the biggest near-term risk to markets remains

BofA_Market Analysis Comment Key indices and indicators heading into the election_20241015

SPX bullish: Cup and handle counts to 5930 and 6180

Barclays_Americas Small Cap Research Summary_20241018

This summary is compiled from research reports previously published by Barclays Equity