海外研报
筛选
US Daily: Some Encouraging News on Shelter Inflation (Walker)
The latest release of the Bureau of Labor Statistics’ (BLS) All Tenant RegressedRent (ATR) Index showed -1.1% annualized rent growth for Q2. Because the ATR
海外研报
2024年07月30日
Powell has a labor market bee inhis bonnet
While the Fed left rates on hold today,both the FOMC statementand Powell's pressconference strongly hinted that the first cut is likely coming at the next meeting inSeptember, The statement shifted the Fed's worries from tilted toward
海外研报
2024年08月02日
Americas Small Cap 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07日
Weekly commentary
• Recent extreme market volatility shows the impact of sudden sentiment shifts
海外研报
2024年08月14日
TECHNICAL ANALYSIS
2y UST down move stalled after defending the May 2023 trough near 3.65% but signals of significant upside are not yet visible. 2y
海外研报
2024年08月29日
Global FX Trader Waiting for Labor Da(y)ta
Our thoughts on USD, CNY, EUR, CAD, & TRYUSD: Rates in the driving seat for now. Despite recent market turbulence, the nUS economy looks close to achieving a soft landing, with the Fed likely to deliver
海外研报
2024年09月02日
Positive Lyme booster data supportive of profile and vaccination schedule
Valneva reported positive data for a second booster vaccination from its Phase 2(VLA15-221) trial of VLA15 (co-developed with Pfizer, covered by Chris Shibutani) in
海外研报
2024年09月06日
GS--China+ Conference 2024 — Key Takeaways: despite seasonal weakness in Q4, mgmt see potential
Bottom Line: Management attributed the recent decline in spot rate by ~30% sincemid-Jul (Sep 8) to normalizing demand and new ship delivery, especially from more
海外研报
2024年09月14日
