海外研报
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What would a Trump defeat mean for the USD?
Asia overnightA rebound in US technology stocks fizzled in Asia and at the time of writing, S&P500 futures were trading in the red. Asian bourses were trading mixed with
海外研报
2024年07月24日
Consolidation without expenditure compromise
Faced with a trade-off between fiscal consolidation and expectations demand
海外研报
2024年07月25日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index dropped 0.4% today. Philippines and Singapore marketsoutperformed, while Hong Kong and Korea markets underperformed. Within MXAPJ
海外研报
2024年07月25日
Global Macro Insight
We think the economics of elevated wage growth and sticky service sectorinflation do not warrant a rate cut at the 1 August meeting, despite the
海外研报
2024年07月25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25日
Benign credit, rate cuts: Who benefits in equity space?
Credit markets are in good health despite some distressed HYsituations, which continues to backstop equities. Amid a
海外研报
2024年07月25日
SOFR trimming
The Fed has announced plans to make some technical tweaksto the SOFR calculation. The resulting rate is little different,
海外研报
2024年07月25日
Europe Trembles At the Trump Tremor
The rising odds of a Trump victoryin November are weighing on theperformance of European equities.Investors fear a resumption of thetrade wars that dominated the frstTrump presidency.
海外研报
2024年07月25日
SOFR methodology tweak: minimal impact
SOFR changes: no affiliate trades, limit specials impactLast week the NY Fed proposed two very technical changes to the SOFR calculation
海外研报
2024年07月25日
2Q24 First Take: Beat supported by overlifts and gas marketing
Equinor reported 2Q24 results this morning (July 24), with group operating incomeat US$7,483 mn, +8% above company-complied consensus of US$6,959mn, and
海外研报
2024年07月25日
