海外研报
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European Equity Strategy
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
海外研报
2024年08月08日
The Flow Show The Prime of Strife
Scores on the Doors: crypto 17.2%, gold 16.9%, stocks 8.9%, oil 6.3%, HY bonds 4.7%, commodities 3.3%, cash 3.2%, IG bonds 1.9%, US$ 1.9%, govt bonds -0.8% YTD.
海外研报
2024年08月10日
The Point for Asia Pacific
TopCallChina Multi-Asset - All Eyes on Third Plenum; Plus Buy Export & CommodityPlaysIn the run-up to China’s much-anticipated Third Plenum on 15-18 July, our
海外研报
2024年07月04日
When politics trump data
Market HighlightsMarkets seems to be increasingly pricing in the prospects of a Trump Presidency after
海外研报
2024年07月04日
What do your semis neighbors own? June ’24 update
Semis rel. weighting falls again, now below 1.0xWe use BofA Equity Strategy data (see related report here) to examine breadth (what %
海外研报
2024年07月04日
Barclays_Barclays Equity Factor Insights_ October_20241010
Strengthening macro data halted Factor rotation across bothregions. We maintain Positive view on Growth in both US &
海外研报
2024年10月11日
