海外研报
  1. 首页
  2. 海内外研报
  3. 海外研报

筛选

研报种类:

列表

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

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

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

The US Fiscal OutlookIs Unsightly,But A Debt Crisis Is Not Inevitable

Executive SummaryInvestors have observed that pandemic spending materially worsened the USfiscal outlook and are asking our US strategists about it in nearly every meeting
海外研报

StoneX Strategy U.S. Landing Gear Engaged, Labor Data in Focus

StoneX Strategy U.S. Landing Gear Engaged, Labor Data in FocusA spate of recent data indicate that while the U.s. labor market has slowed, the economy has avoidedspiraling into recession
海外研报

GS--Communacopia + Technology Conference 2024 — Key Takeaways02

Bottom line: We have three key takeaways: (1) IBM sees solid underlying demandin infrastructure Software despite weaker discretionary spending (which is a
海外研报

GS--Asia-Pacific Growth Monitor_ Manufacturing deceleration

This publication summarizes regional and country-specific growth data across
海外研报

GS--Valuations keep expanding, but margin upside

We adjust earnings estimates for our Pharma coverage to factor in monthly sales
海外研报

GS--Taiwan IP, and CPI in Singapore and Malaysia

Scheduled key data releases for the coming week in Asia ex-Japan include Q3 GDP
海外研报

Macro2Market Views Post the MacroMania

The super-macro week of late July/early August led to a volatile adjustment in pricing and positioning. As the dust settles, we remain vigilant and unconvinced that the coast is clear.
海外研报