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US Economics | US Economic Data
Headline retail sales were unchanged in June, but the control group rose +0.9%. This is the biggest m/m increase inthe control group since April 2023. Both numbers were stronger than the respective consensus forecasts of -0.3% and+0.2%.
海外研报
2024年07月17日
Click “here” to listen to the Europe Morning Call.
Transport Chartbook – thoughts on shipping S/D – Global trade growth remainedstrong in 2Q with air freight up +10% yoy and container +6%. This is driven by a
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2024年07月17日
The economic consequences of a second Trump presidency for emerging markets
Macro focus: With market-implied probabilities of a second Trump term rising, we take a first look at the potential reverberations for EMs. We view tariff policy as
海外研报
2024年07月17日
The return of the rest?
In Friday’s CoTD (link here) we showed that before the 2000 bubble burst, the three “dullest” S&P 500 sectors (Consumer Staples, Healthcare and Utilities) had
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2024年07月17日
CitiFX Techs - US yields: Close to a break
Yields are testing support at 4.40% (March 2024 low), after breaking below the 4.55% support (March 27 low). IF we break belowthis level on a weekly basis, we will open up a 2
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2024年07月17日
Doubtful on growth, hopeful on the market
Investors turn more doubtful on the global growth outlookA net 27% of investors expect softening global growth over the coming 12 months, the
海外研报
2024年07月17日
Another month of soft retail spending
Retail sales probably declined in JuneTotal card spending per household (HH), as measured by BAC aggregated credit and
海外研报
2024年07月17日
Americas Small Cap 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17日
Framing The Upside Path to 2025 Operating Income
In this report, we preview AMZN’s upcoming Q2’24 operatingresults and increase our above-Street 2025 GAAP Operating Income
海外研报
2024年07月17日
IS TRUMP UNSTOPPABLE?
With markets pricing in surging odds of a Trump win (~67%) and a rising Republican sweep of Congress, a top investor question today is: What, if anything, could thwart a red wave ahead?
海外研报
2024年07月18日
