海外研报

A Fresh Coat Of Paint01

After widespread speculation on social media, a Chinese zoo has finally admitted that their “panda bears” are actually “panda dogs”. Or, well, just some regular dogs with painted furs. In similar

Global Strategy Weekly

I must apologise for falling asleep on the job. I hadn’t spotted that the US personalsaving ratio (SR) had slid all the way back to what I would describe as crisis levels.

GS--Asia Views: The Fed opens the door, and the PBOC walks through

1. The People’s Bank of China announced a combination of monetary easingsteps this week. These included: a 20bp repo rate cut and a 50bp RRR cut (double

Barclays_Americas Small Cap Research Summary_20240925

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on

Barclays_European Morning Research Summary_20240925

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on

Hiring a well-experienced banker; Gustavo Manriquez to become the new CEO

Hiring a top-notch bankerSupervielle announced Gustavo Manriquez would be its new CEO effective October 1,

China: PBoC provides some pre-Golden week cheer

 The PBoC announced a basket of major easing measures today,signalling an intention to step up macroeconomic policy support to meet

GS--Commerzbank AG (CBKG.DE): Announces leadership change

Commerzbank today (24 Sep) announced that its current CFO, Bettina Orlopp, willsucceed Manfred Knof as CEO. The Supervisory Board aims for the transition in the

Curve to further steepen on “many more” rate cuts

sharp market rally since Q224, we expect US rates to stay in a range near term.

Fed forecast update: a more front-loaded cycle

As hinted at in recent publications, the time has arrived for another update to our Fed forecast following the September FOMC meeting. The