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Americas Small Cap 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30日
An unlikely source of mid-weekvolatility
Financial markets had a volatile day on Wednesday, with Treasuries performingpoorly. There were various factors to point to for the volatility(weak Eurozone PMlsdovish Dudleyarticle, soft5yauction), butoneunlikely source ofthis volatility mighthave
海外研报
2024年07月30日
GOAL Kickstart Summer data-only update
This research is for our clients only. Other than disclosures relating to Goldman Sachs, this research is based on current public information that we consider reliable, but we do not represent it is accurate or
海外研报
2024年07月30日
Macro Risk Digest Lingering risks
Top of mind: hedging fiscal worries Fiscal concerns have increased in the US and Europe: we outline the key macro
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2024年07月31日
Maintaining our S&P 500 target of 5400, rotation is where the action is
Neutral on index, bullish on internalsOur market timing signals have downshifted from bullish to neutral. In mid 2023, sentiment was deeply negative and our toolkit suggested that the direction of economic
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2024年07月31日
Risk-reward still more favorable for cyclicals
Economics: The economy continues to defy its skepticsLast week, 2Q GDP surprised to the upside, signaling that even if the economy has slowed, it is still meeting its potential. This week, the focus will likely be on the Fed and
海外研报
2024年07月31日
Summertime unwind?
Macro focus: Notwithstanding supportive fundamentals and burgeoning rate cuts across the EM complex, a more open US election is an ongoing source of EM
海外研报
2024年07月31日
Argentina Oil & Gas Model Update
See page 14 for analyst certification and important disclosures, including non-US analyst disclosures.J.P. Morgan does and seeks to do business with companies covered in its research reports. As a result, investors should be
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2024年07月31日
First Take: AMD, ANET, MSFT
Company posted a strong 3Q - backed by record Data Center revenues ($2.8b v, cons $2.75b) and strength in Clien($1.5b v, cons $1.43b). Positioning here was light, as it remains of the most controversial names in semis; after thepain of the past two
海外研报
2024年07月31日
JPY: BoJ – still buy the rumour sell the fact?
Asia overnightInvestors are taking some risk off the table ahead of a very busy few days of central
海外研报
2024年07月31日
