海外研报
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Sticky inflation is coming unglued
The June CPI report was very benign. The headline figure fell 0.06% (expected up0.1%) and the core figure was up only 0.06% (expected up 0.2%). Within the corecomponent,the long-awaited slowing in both tenants’and owners’ equivalentrental inflation took
海外研报
2024年07月12日
Top 25 Tactical Trades for Earnings Season
We believe 2024 will be remembered as the “Year of the Stock Picker”. Indexoptions and daily SPX volatility have been dampened by systematic volatility
海外研报
2024年07月12日
Equity Strategy Market Review
Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies covered in its research reports. As a result, investors should be
海外研报
2024年07月15日
Continue to Monitor for Strategic Priorities Progress and Operational Execution Across Segments
(PKI.TO). Inside, we highlight key discussion points surrounding thestock, including (a) Refining commentary and outlook, with a key
海外研报
2024年07月15日
Thematic Research
Several key economic indicators are due next week across the major economies, including retail sales in the US, inflation in the UK and Japan, as well as Q2 GDP
海外研报
2024年07月16日
Summer Stalemates
A Surprise in France: We assessed market impacts after the French legislative electionsdelivered a hung Parliament, with the left coalition unexpectedly coming first, followed by the
海外研报
2024年07月16日
Europe Weekly Focus
The UK’s economic recovery continues with consecutive quarters of robust growth now looking likely at the start of the year. While certainly a good
海外研报
2024年07月16日
Wealth and wellbeing
For those of us spending our days watching markets and the economy, thelast few weeks have been packed with current events: From elections in the
海外研报
2024年07月17日
Benefit of Lower Rates Offset Holiday Slowdown over the 4th of July
How it Works: In developing the scale, we went back over 50 years of data todetermine averages, outliers, and differing operating environments. As such, a
海外研报
2024年07月17日
FSA Fixed Income Daily Commentary
US Treasury: US Treasuries rallied last Friday, despite higherthan-expected US wholesale inflation. The yield on the policydriven 2yr notes fell 6.3bps to 4.452%, its lowest level since
海外研报
2024年07月17日
