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Asia-Pacific Growth Monitor: EM Asia growth holding up, but factory surveys slow

This publication summarizes regional and country-specific growth data acrossthe Asia-Pacific economies we cover. In most cases, the latest data points are
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'IRAN-ISRAEL': AIRSTRIKES DON’T ALWAYS MEAN OIL SHOCKS

With Brent oil futures hovering near seven-month lows as recession fears vie with rising Iran-Israel-Hezbollah tensions, a top question for investors is: Are markets overly complacent about the
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Indonesia: Steady growth beat, pockets of vulnerability

• The Indonesian economy expanded 5.05% yoy in 2Q24, similar to quarter
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Macro Insights Weekly Slowdown cometh?

Markets are becoming concerned that a cyclical slowdown could be around the
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FX: DEER recommendations (Aug 2024)

The DEER Strategy recommends longpositions in JPY, CAD, and AUD, and
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Americas Transportation: Valuation Tracker: Transports Outperform in July

Transportation stocks were stronger relative to the S&P in July with 15companies within our coverage outperforming the S&P 500 (the index up
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Will the great unwind continue?

Market HighlightsMonday 5 August was a monumental day for markets. The Nikkei fell 12% which was the largest 1 day decline since 1987, the S&P500 fell 3% to end the day with the largest intra-day
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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
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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
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Global Macro: Too far, too fast?

The market has sharply re-priced to reflect fears of asignificant slowdown in US growth and heightened
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