海外研报

We need it like a Jackson Hole in the headGlobal Daily

Unlike the key BLS revisions to April 2023-March 2024 payrolls estimates, at -818K the largest drop since the Global Financial Crisis, today’s Global Daily was released at the same time to all -

Reasons behind global stock market plunge, implications of strong dollar for US election

Global stock markets fell sharply at the beginning of August, with Japanese stocks experiencing the steepest drop. Although I was not among those who were able to

US: POST-ELECTION ENERGY CONUNDRUM

Whether Trump or Harris, the next President faces an uphill battle in unlocking new energy supplies, especially if the focus is on cutting inflation

AI: four scenarios-Special

Summary The economic implications of the AI revolution are uncertain. It may take a decade or two

Barbell IG Position Provides Moderate Yield Pickup

With Asia credit having retraced the spread widening duringthe spike in market volatility earlier this month, the market

Further advancement in South Asia and stronger FX contributed to a 1% gain in MXAPJ

MXAPJ gained 1%, led by Thailand and Philippines (+3%),while Taiwan, Korea and China-A (-1%) underperformed.

August HICP preview: target approaching

We expect Eurozone headline inflation to decline from 2.58% to 2.20% YoY in August, favoured by large energy-negative base effects. In

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

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 Barclays Live.

Equities: Bad cop, good copper

KEY MESSAGESWe initiate three trade ideas to position for upside incompanies involved in the production of transition metals