海外研报
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INTERNATIONAL MARKET INTELLIGENCE:MORNING BRIEFING
OVERNIGHT BRIEFUS/EU trade: European Equities were mixed amid a somewhat choppy session (SXXP 0.1%,SX5E 0.4%, Adv 43% of SXXP). DAX (0.8%) and UKX (-0.4%) were the top and worst regions. Tech(1.4%) and Positive Al Sentiment (1.6%%) took
海外研报
2024年07月25日
Trading Catalysts It’s the Fed now
Equities: Is the Fed put alive? The July jobs report came in below our goldilocks range for equities (+150K, +/- and financial markets indicate that the risk is no longer balanced between growth and
海外研报
2024年08月06日
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
海外研报
2024年08月10日
Investor Sentiment: Risk-Love A binary call
Global Risk-Love resets to neutralGlobal Risk-Love, our contrarian sentiment indicator for equities, has plummeted from
海外研报
2024年08月14日
G10 Cuts Broaden as Data Stabilize
Activity data since the July NFP release have steadily chipped away at fears that theUS economy is rolling over. Cooperative inflation news solidified an already robust
海外研报
2024年08月18日
BoJ downplaying structural deflationary pressures of excess corporate savings
The BoJ is constructing its inflation forecasts mainly on upward pressure on wages from labour shortages due to the aging of the
海外研报
2024年08月26日
Hong Kong: PMI roughly unchanged in August
The S&P Global Hong Kong PMI (which covers the manufacturing, construction,wholesale, retail and services sectors) edged down to 49.4 in August from 49.5 in
海外研报
2024年09月05日
DB--Mapping Markets: Why are markets so nervous right now, and is this justified?
Markets are very jittery right now. The S&P 500 just saw its largest weekly decline since SVB’s collapse in March 2023. And apart from the brief turmoil of early
海外研报
2024年09月10日
Barclays_US Credit Derivs_Tail-Risk Option Hedge Screener
Following the recent sell-off, most products in the screener nowtrade cheap versus their six-month averages, with SPY and IWM
海外研报
2024年09月13日
Deutsche Bank Research - Amazon - Sep 17
Late last week, multiple news sources reported that President Biden intends to take executive action while waiting for Congress to pass a bill related to the de minimis
海外研报
2024年09月19日
