海外研报
筛选
US Equity Views Reflections on the recent selloff
The S&P 500 index has declined by 6% during the past three days as investorconcerns about the durability of US economic growth have pervaded financial
海外研报
2024年08月07日
VIX spike: ETP effect declines following an 8 point move in VIX futures
Large declines in global equity indexes over the past few days have led to anincrease in equity volatility and options prices. During normal market volatility, there
海外研报
2024年08月07日
ROTATION, RESET OR BOTH?
The mid-summer equity sell-off is as much about rotation as it is a market resetamplified by technical factors against the backdrop of a sharp yen rally, signs of
海外研报
2024年08月08日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index rose 1.8% today. Taiwan and Philippines markets outperformed,while Australia and Malaysia markets underperformed. Within MXAPJ sectors, Info
海外研报
2024年08月08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08日
SMCI: GM Headwinds Overshadow Better Revenue Guide
With June-Q GM miss and declining 430bps Q/Q, as well as guiding Sep-Q GM still at a low levelof 12%+, it raises the question of how fast GM ticks up, despite mgmt. guiding for 14% GM exit
海外研报
2024年08月08日
Europe Morning Call: Aug 07, 2024
Click “here” for the GS EUROPEAN EXPRESS: Morning Update and a writtensummary of the Europe Morning Call.
海外研报
2024年08月08日
Global Markets Daily: The Path for US Rates from Here (Marshall/Zu)
The US front-end incorporates significant downside risk to our expected Fedpath, while 10y yields sit about 30bp through our year-end forecasts. We see
海外研报
2024年08月08日
Global Tech: Re-calibrating AI server timeframe; updating Global server model and
We recalibrate our AI servers timeframe estimates, moving 2024E shipment to2025E, reflecting the uncertainties in Nvidia’s next-generation products (report link),
海外研报
2024年08月08日
Ratings and Target Price Changes - August 7, 2024 as of 5:30 AM ET
Macro/Globaln Asia-Pacific Portfolio Strategy, Moe: Weathering summer storms
海外研报
2024年08月08日
