海外研报
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Global Strategy Weekly-Are we on the brink of another Nasdaq crash?
The June US CPI data surprised investors not just because of the benign data but also because of the unusually extreme reaction it triggered within the equity market. To
海外研报
2024年07月20日
Americas Energy: Oil: Majors & Refiners: Refreshing Select Estimates (PSX, CVI)
We update forecasts for Phillips 66 (PSX) and CVR Energy (CVI) to reflect mark tomarket commodity prices, refining crack spreads for the quarter and slightly revised
海外研报
2024年07月20日
Third Plenum points to more support
China concluded its Third Plenum meeting for long-term economic plans, and thecommunique possibly signaled more stimulus to support the economy, while
海外研报
2024年07月20日
with Defensives outperforming Info Tech & Internet sectors
MXAPJ declined 3.1%, dragged by Taiwan, China offshore(-5% each) and Hong Kong (-3%), while Philippines (+3%),
海外研报
2024年07月20日
Australian Macro Weekly
We noted last week that the ‘soft’ data in Australia – indicators like business conditions and consumer confidence – remained soft. The most recent update
海外研报
2024年07月20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07月20日
European 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07月20日
Cooling thermal gen = cooler EU power prices
European power demand has taken a major hit… Settled day-ahead prices for most European countries spiked to as high as 740 EUR/MWh in August 2022 as the attack to the Nordstream pipelines connecting Russia
海外研报
2024年07月20日
The Flow Show 100% + 75% = peak 68%
Scores on the Doors: crypto 36.2%, gold 17.6%, oil 14.6%, stocks 13.8%, commodities 7.4%, HY bonds 4.5%, cash 2.9%, US dollar 2.8%, IG bonds 1.3%, govt bonds -3.0% YTD.
海外研报
2024年07月20日
Weekly Teller: Initial 2Q takeaways
Initial 2Q reports: Mixed but fine for creditNotwithstanding top and bottom line beats (vs. consensus est.) by each of the fourbanks reporting on Friday, equity reactions were generally weaker on concerns about net
海外研报
2024年07月20日
