海外研报
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US/Europe Monthly ETF Flow Tracker
Flows into US-listed ETFs accelerated sharply in July to +$89.2bn (vs. $41.9bnin June). Among the broad categories we track, Broad-Based Index Equity ETFs
海外研报
2024年08月05日
ISM Services Rebounds; S&P Global Services PMI Revised Down But Remains Strong
BOTTOM LINE: The ISM services index increased by more than expected in July.The composition of the report was strong, as the business activity, new orders, and
海外研报
2024年08月06日
Obvious trend damage but breadth improves
• Background macro factors like disposable personal income growth
海外研报
2024年08月06日
Market Intelligence: US Morning Update
Stocks in Asia traded sharply lower Monday as concerns about a soft landing in theUS after weaker than expected US payrolls from Friday (see Aug 2 note “USA:
海外研报
2024年08月06日
10y JGB auction preview: A highly volatile climate
POTENTIAL POSITIVES・ BOJ's 31 July announcement has reduced uncertainty about JGB purchase taperingThe BOJ's "detailed plan" for tapering back its JGB absorption was basically in line with the
海外研报
2024年08月06日
Japan: Contextualizing the NKY’s second largest 1-day decline on record
KEY MESSAGES▪ The Nikkei 225’s second largest one-day decline on record (-12.4%) on Monday underscores the large portfolio liquidation pressure
海外研报
2024年08月07日
apan: June Wages: Special Wages Boost Nominal Cash Wage Growth, Real Wages Turn Positive
BOTTOM LINE: Nominal cash wage growth accelerated sharply to +4.5% yoy inJune, from +2.0% in May. Special wages, including summer bonuses, boosted
海外研报
2024年08月07日
FADE THE RECESSION NARRATIVE
The market has been hypersensitive to negative economic surprises because of the extent to which GDP growth and earnings expectations have been ratcheted up over the course of this
海外研报
2024年08月08日
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
海外研报
2024年08月08日
June deficit contracts in line with moves from advance goods report
The overall trade deficit narrowed $1.9bn in June, to $73.1bn, reflecting export growththat outpaced import growth. The deficit narrowed less than we expected (Barclays -$72.1bn,
海外研报
2024年08月08日
