海外研报

GD--CHINA SENTIMENT BOOSTS EM EX-CHINA20

China and US set to drive revival in global demand. The combined impact of China’s new

BofA_Investor Sentiment- Risk-Love That time of the year_20241023

Global Risk-Love: euphoric vibes

preview: Election-related uncertainty a concern, but 10s20s flatteners warrant consideration

POTENTIAL POSITIVES・ Yield levels higher than at the previous two auctions

JPM_G10FX_20241023

Market moves continue to follow the drift towards Trump in the betting odds, clearly thatoutcome ifrealized isn't fully priced

GS--South Africa: Inflation Moderates in September, In Line with Expectations02

Bottom line: Headline inflation declined from 4.4%yoy to 3.8%yoy and core inflation

“When the minds change…”: new scenario

As we wrote in February, this famous quote, attributed to John Maynard

BofA_Situation Room Weaker foreign demand for back-end bonds_20241023

The lack of demand for back-end bonds from foreign investors is one reason for the

Citi_Weekly Supply Monitor Euro, US, and UK Supply Outlook_20241024

CITI'S TAKE We expect around €13bn of EGB supply next week from Germany and Italy.

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