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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

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
海外研报

Cooling thermal gen = cooler EU power prices

European power demand has taken a major hit… Settled day-ahead prices for most European countries spiked to as high as 740 EUR/MWh in August 2022 as the attack to the Nordstream pipelines connecting Russia
海外研报

The Flow Show 100% + 75% = peak 68%

Scores on the Doors: crypto 36.2%, gold 17.6%, oil 14.6%, stocks 13.8%, commodities 7.4%, HY bonds 4.5%, cash 2.9%, US dollar 2.8%, IG bonds 1.3%, govt bonds -3.0% YTD.
海外研报

Weekly Teller: Initial 2Q takeaways

Initial 2Q reports: Mixed but fine for creditNotwithstanding top and bottom line beats (vs. consensus est.) by each of the fourbanks reporting on Friday, equity reactions were generally weaker on concerns about net
海外研报

Weekly Theme: Jun oil & gas demand; refined products exports stable MoM

China oil demand down in 1H24 while gas improvedAccording to NBS and China Customs data, in Jun'24, China crude oil apparent demand was 15.7mbd/64mnt, -7% YoY/+2% MoM with the monthly throughput hitting the yearly
海外研报

Consumption growth contribution lowered notably in 2Q

Consumption growth contribution to GDP declined in 2QGDP growth softened to 4.7% yoy in 2Q, with consumption, investment and net exports
海外研报

Europe Economic Weekly Back to cuts when back to school

Weekly view: Time to watch cycling and the OlympicsWe end the week feeling more comfortable again that the ECB will deliver a September
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Global Economic Weekly Bridging the gaps

Global Letter: Bridging the gapsWith markets now pricing more than two Fed cuts this year, and while acknowledging
海外研报

Global FX Weekly The weak USD policy

G10. Fed still main USD driver. US election USD impact far from straightforward. Focus on FX tactical opportunities for now.
海外研报