海外研报

Equity Strategy Market Review

Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies covered in its research reports. As a result, investors should be

Global Equity Volatility Insights Return of Fed put adds to risk of fragility

The time has come… to dust off the fragility playbookAt Jackson Hole, Powell spoke of contained inflation, lower rates ahead, and a revived

GS--Implications of higher corporate taxes in France

Last week, Prime Minister Barnier said that he was

MS GenAI Adoption - 2 Years In

In 2025, Cloud Capex spend will equate to the entire Apollo

Japan economic update_ 2024-29 economic scenario

2024: negative growth

JPM_G10FX_20241023

Market moves continue to follow the drift towards Trump in the betting odds, clearly thatoutcome ifrealized isn't fully priced