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Barclays_What's Next in AI – The Semi Perspective_20240919

We recently published a note in coordination with Barclay'sInternet team, "What’s Next in AI?". Below we highlight the
海外研报

FOMC_cuts_by_50bp

move, maintaining our view that the fed funds ceiling will fall to 3.5%.• The 50bp cut was made to ensure the Fed doesn't fall behind the curve.
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Four influential changes from the jointed press conference

At yesterday’s press conference held jointly by the PBoC, the National Financial Regulatory Administration (NFRA),
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GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update06

The MXAPJ Index rose 2.0% today. China and Korea markets outperformed, while
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GS--The 720: China Matters, Concor India downgrade, Alibaba, Yamaha, India CIO tour, EM FX

China Matters - Mind the Speed. We recently cut our 2024 real GDP growth forecastfrom 4.9% to 4.7% on disappointing August data, more backloaded policy easing,
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BofA_Global Focus Point First cut_ Boost or Bust_20240925

It's all about the “Why?”Given the 24% one-year performance spread between the two scenarios, the critical
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US Week Ahead: July 1 – July 7

The key economic data releases this week are the ISM manufacturing index onMonday, the JOLTS job openings report on Tuesday, and the employment report onFriday. The minutes from the June FOMC meeting will be released on Wednesday.
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GS-- U/G IBTA to Buy; D/G YELP to Neutral

Ahead of the Q3 ’24 earnings season, we take a fresh look at the key debates for
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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

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