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On Our Minds A pragmatic budget, but could have been bolder

The new government’s first full budget was pragmatic, but it could have been bolder. When one looks at it as a pure accounting exercise, which it actually is, the budget neither
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key debates likely to be on trajectory of auto business and FSD/robotaxis

Tesla reported revenue/non-GAAP diluted EPS (excluding SBC) of$25.5 bn/$0.52, which was 4% above/$0.09 below the Street
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New Home Sales Below Expectations; Upgrade Q2 GDP Tracking Estimate to 2.6%

The goods trade deficit narrowed in June, led by an increase in exports. Wholesaleinventories increased somewhat less than expected. The S&P Global manufacturing
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Options Opportunities in the Momentum and Growth Sell-off

Along with modest weakness in the US equity market over the past week, theMomentum factor saw a reversal in trend (-1.8% vs. +15.0% YTD) and Growth
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Market Comments

Part of the market is focused on earnings and misses. Part is focused on US data, where the Philly Fed for services screamed ‘stagflation!’ with its weak headline and high prices paid component,
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STRONG DOLLAR PROBLEM. JOIN US LIVE

This is an extremely important and off-consensus theme that we've been fixated on for over a year. How thestrong dollar is dealt with by the US will have global economic ramifications, we even see the potential for a new
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New Construction Grows in June Despite Volatility in Rates

New Housing Activity Continues to Grow in June: On a trailing 12-month basis,single-family permits rose 15% YOY in June, vs up 16% in May and -22% a year ago.
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Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index dropped 0.9% today. Taiwan and India markets outperformed,while Australia and Korea markets underperformed. Within MXAPJ sectors, Utilities
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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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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
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