海外研报
筛选
Precious Analyst China’s Structurally Resilient Gold Demand
The gold price set a new all-time high of $2,483/toz on Wednesday (July 17) asexpected Fed cuts are poised to bring Western capital back into the gold market.
海外研报
2024年07月23日
The Pulse of the Market Thoughts on Sentiment, Earnings, Rotation, and the US Election
In a NutshellThe big things you need to know: First, investor sentiment has gotten as extreme as it did last August and this past March.
海外研报
2024年07月23日
FOMC – Six questions
Two 2024 cuts versus three? Our baseline remains two Fed cuts in H2, one in September and one in Q4. The market is divided on pricing and so are we to some
海外研报
2024年07月23日
The Macro Blog - Yen -A better Bank of Japan timing?
Last week's intraday price action in the USD/JPY suggests that the Bank of Japan may have intervened in the FX market onceagain to counteract yen weakness. While it is too early to determine the ultimate impact, the current market conditions
海外研报
2024年07月23日
Can Trump depreciate the USD?
Careful what you wish for, ‘cause you might get it in heapsThe most often asked question we encountered last week was whether a weak USD
海外研报
2024年07月23日
USD: feeling green
The USD outlook has taken a turn for the worse of late on the back of: (1) growing market expectation that the Fed easing cycle could start as
海外研报
2024年07月23日
Alphabet Inc. (GOOGL): Q2’24 Earnings First Take
We expect the market to have a muted reaction to Alphabet’s Q2’24 earnings reportupon our first read/analysis of the results. In terms of upside, we would point to
海外研报
2024年07月24日
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
2024年07月24日
Boeing Co. (BA): Updating model for defense segment disclosure, legal payment
We are updating our BA model to incorporate recent commentary from Boeing’sCEO of Defense, Space & Security, Ted Colbert, where he stated 2Q24 financial
海外研报
2024年07月24日
Greater China Insight 19 July 2024
This cut was prompted by lower-than-expected Q2 GDP of below 5%. We cannot rule out another cut in Q4 if Q3 GDP remains below 5%.
海外研报
2024年07月24日
