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A hike, a hold and a cut

Central banks are in sharp focus this week. The Fed (Wed) has little upside to do anythingmore than hint that a September cut is on track. For the BoJ (Wed), we maintain our out-ofconsensus call for a 25bp
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Which Is More Impressive, The 3Q Revenue Clip Or Zuck’s New 'Drip'?

META continues to execute at arguably the best pace of anycompany in digital advertising, with little revenue deceleration
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Catalysis analysis

Catalysts abound in the week ahead, between key economicdata, Fed/BoE/BoJ decisions, and the all-important (Tech)
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BoE Votes 5-4 to Cut Policy Rate; Non-Committal Tone on Path Ahead

BOTTOM LINE: The MPC voted by a majority of 5-4 to lower Bank Rate by 25bp to5.00%, with Bailey, Breeden, and Lombardelli joining Ramsden and Dhingra in voting
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Situation Room July FOMC: Yes man

The biggest takeaway from the July FOMC was that chair Powell largely agreed with market pricing for a September cut (Exhibit 1), assuming no big surprises on inflation.
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China data preview: a weak start to H2 2024

Slowing industrial production: The production subindexes of both official and Caixin manufacturing PMI slowed in July, signalling a
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Japan: government expects BoJ to create steep curve, not rate hikes

The government has clearly indicated that it intends to “shift corporations from excess savings to excess investment, and completely
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2Q24 EPS Miss on Margins; Initial 3Q Trendlines Somewhat Muted vs Expectations

Bottom Line: ARCB 2Q24 adjusted EPS of $1.98 was belowGSe/Visible Alpha Consensus estimates of $2.20/$2.08. Results
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weighed down by continued weakness in North Asian markets & Global Cyclicals

MXAPJ lost 0.8%, dragged down by Philippines, Taiwan andKorea (-2% each), while Thailand, Australia, and Indonesia
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Barclays Equity Factor Monitor

Updated monthly holdings and performance stats for ourequity factor baskets across the US & Europe are presented
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