海外研报
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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08月14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14日
What Determines Cross-Country Differences in r*? (Daly)
The neutral real rate (r*) – the equilibrium real policy rate that is neitherstimulatory nor contractionary, consistent with output at potential and stable
海外研报
2024年08月14日
Asia--Macro_Weekly_Asia_local_markets_resilience_to_be_tested
The Fed is widely expected to begin its monetary easing next week. Amid divided views on the size and pace of US monetary easing, we expect three
海外研报
2024年09月15日
PM_China+18Sep24
The PBoC views total social financing (TSF) growth as “reasonable”, considering it is above 8%
海外研报
2024年09月19日
CB Views_ September 2024 FOMC Recap
The FOMC kicked off the start of its easing cycle with a 50bp cut, bringing the Fed Funds target range to 4.75-5.00%. The jumbo cut was
海外研报
2024年09月20日
GS--Americas Construction: Building Products: AHRI — July Read-Throughs
decline in June and +9% a year ago. Commercial rose 10% yoy vs down 4% lastmonth and off -7% a year ago. Relative to July 2019, residential shipments grew
海外研报
2024年09月15日
GS--PR, DVN, EQT; Sells: APA, CRK
We believe that in the near term, the increased uncertainty around commodity price
海外研报
2024年10月16日
GS-- Downgrade ETSY to Sell
As we head into Q3’24 eCommerce earnings, we address key industry themes and
海外研报
2024年10月16日
GS--Another well-rounded beat, with focus on the NII outlook
BAC reported 3Q24 EPS of 81¢, vs. GSe/Visible Alpha Consensus Data 73¢/75¢,
海外研报
2024年10月16日