海外研报

Authorities Reach Agreement on External Debt Restructuring with Bondholders

Bottom line: Ukraine reached agreement with an ad hoc creditor committeerepresenting holdings of around 25% of Ukrainian bondholders on restructuring

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

BofA Securities Equity Client Flow Trends Big week of equity selling

Biggest net sales since Nov. 2020: Last week, during which the S&P 500 was -2.0%, BofA Securities clients were largest net sellers of US equities (-$7.0B) since 2015. Sales were driven by single stocks, while ETFs saw muted inflows.

Alphabet Inc. (GOOGL): Q2’24 Earnings First Take

We expect the market to have a muted reaction to Alphabet’s Q2’24 earnings reportupon our first read/analysis of the results. In terms of upside, we would point to

Market Analysis Comment Bullish broadening and rotation

2024 summer rally hits a wall at SPX 5600sThe S&P 500 (SPX) rallied into the 5600s, achieving the target for the 2022-2023 bullish

Is the front end fairly priced?

Following the downside surprise in June CPI, along with benign readings for the relevant PPI components, the Fed’s preferred PCE inflation metric is likely to be

Monetary Policy Expectations Analysis

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Emerging Market Weekly Pulse

The unprecedented developments surrounding the US election have dominated the headlines as the outcome will largely define the US economic,

Frasers Centrepoint Trust

MMaaiinnttaaiinn BBUUYY wwiitthh TTPP ooff SS$$22..7700.. FCT continues pull the right levers with the recent acquisition of NEX mall, placing it as “King of suburban retail malls”. With

The Flow Show Peak Oligarchy

Scores on the Doors: crypto 33.5%, gold 14.1%, stocks 11.0%, oil 9.3%, commodities 5.4%, HY bonds 4.4%, cash 3.0%, US dollar 2.9%, IG bonds 0.8%, govt bonds -3.1% YTD.