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with Defensives outperforming Info Tech & Internet sectors

MXAPJ declined 3.1%, dragged by Taiwan, China offshore(-5% each) and Hong Kong (-3%), while Philippines (+3%),
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2Q24 EPS Review: Banking on a Strong 4Q to Achieve 2024 Guidance

Executive SummaryBottom line: EPS was ahead of expectations owing to lower provision for credit losses (NPAs,NCOs little changed) and lower expenses (lower comp). Net interest income remains pressured
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Despite the Heat, the Animal Spirits are Cooling Off

Stormy Spirits Ahead?Our Animal Spirits Index (ASI) fell in June to 0.53 from 0.88 in May but has remained positive in all six months of 2024 (chart). Previous reports detail the index's methodology, but on a basic level, an
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Weekly Equity Market Commentary & Conviction Calls

With 2Q earnings season in full swing, the recent rally seen in USequities cooled slightly this week. As evidenced by the
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Know When to Fold ‘Em?

Former President Trump is no longer the “presumptive” nominee and is now the official nominee. J.D. Vance is his official running mate. While the Republican ticket has been finalized
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dragged down by global cyclicals and financials amid significant foreign outflows

Performance: MSCI/All Taiwan -5.3%/-4.2% this week,underperforming MXAPJ by -2.4% (in US$), dragged by
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Mid-July JD Power US pricing data indicates industry ATPs at $43.9k, -2.0% m/m and -3.3% y/y

Analyst(s) Certification(s):I, Dan Levy, hereby certify (1) that the views expressed in this research report accurately reflect my personal views about any or all of the subject
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Interest Rates Daily

Summer season means more time to dig into our methodology and hone our tools. With 2026 now on the monetary policy horizon (around 18 months from now), we
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Argentina: Trade Surplus in June Supported by Weak Imports and a Stronger Harvest (Armella)

Bottom Line: The trade balance recorded a US$1.9bn surplus in June, up from theUS$1.8bn deficit recorded a year ago but weaker than the US$2.6bn surplus in the
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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
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