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Despite the Heat, the Animal Spirits are Cooling Off
Stormy Spirits Ahead?Our Animal Spirits Index (ASI) fell in June to 0.53 from 0.88 in May but has remained positive in all six months of 2024 (chart). Previous reports detail the index's methodology, but on a basic level, an
海外研报
2024年07月22日
Weekly Equity Market Commentary & Conviction Calls
With 2Q earnings season in full swing, the recent rally seen in USequities cooled slightly this week. As evidenced by the
海外研报
2024年07月22日
Know When to Fold ‘Em?
Former President Trump is no longer the “presumptive” nominee and is now the official nominee. J.D. Vance is his official running mate. While the Republican ticket has been finalized
海外研报
2024年07月22日
dragged down by global cyclicals and financials amid significant foreign outflows
Performance: MSCI/All Taiwan -5.3%/-4.2% this week,underperforming MXAPJ by -2.4% (in US$), dragged by
海外研报
2024年07月22日
Mid-July JD Power US pricing data indicates industry ATPs at $43.9k, -2.0% m/m and -3.3% y/y
Analyst(s) Certification(s):I, Dan Levy, hereby certify (1) that the views expressed in this research report accurately reflect my personal views about any or all of the subject
海外研报
2024年07月22日
Interest Rates Daily
Summer season means more time to dig into our methodology and hone our tools. With 2026 now on the monetary policy horizon (around 18 months from now), we
海外研报
2024年07月23日
Argentina: Trade Surplus in June Supported by Weak Imports and a Stronger Harvest (Armella)
Bottom Line: The trade balance recorded a US$1.9bn surplus in June, up from theUS$1.8bn deficit recorded a year ago but weaker than the US$2.6bn surplus in the
海外研报
2024年07月23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
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2024年07月23日
Boeing Co. (BA): Monthly aircraft delivery tracker: July mid-point check-in
Our aircraft delivery tracker, based on Planespotters data, shows Boeing hasdelivered 23 aircraft in July through 7/21, including 17 737 MAX, 3 787, 1 777, and 2other.
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2024年07月23日
LatAm At A Glance Summer breeze
Supportive external environmentThe global backdrop remains favorable for LatAm local markets. US inflation prints over the past two months have come in well below expectations. At the same time growth
海外研报
2024年07月23日
