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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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BofA Securities Equity Client Flow Trends Third week of equity selling

Institutional clients continue to sell equities• Single stock-led selling: Last week, during which the S&P 500 was -0.8%, BofA Securities clients were net sellers of US equities (-$3.3B) for the third straight
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Week 3: risks of overinvesting in AI overinvestors

Half-time report: 3% beat, guidance improves for large206 S&P 500 companies (46% of index EPS) have reported, beating consensus EPS by
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Emerging Insight The Great Divides in USD/CNY

Key takeaways• As the focus on USD vs. CNY valuation and trade intensifies, we take a broader look at key macro charts.
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Euro Area: Q2 GDP Above Consensus But Germany Slows Down

BOTTOM LINE: According to Eurostat’s preliminary flash estimate, Euro area realGDP increased 0.3%qoq in Q2 2024, above consensus expectations for a 0.2%qoq
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FOMC preview

We and consensus expect no policy changes at the conclusion of next week’s FOMC meeting. Instead, the more interesting development will be any tweaks to
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First Takes (CZR, MDLZ, SBUX), 4 Areas In Focus Today

QUICK TAKE:Likely to trade up on better than expected results in Las Vegas & Digital while Regionalsfell a bit short but not too far from where we heard recent buyside expectations, Positioning and sentimenthave been negative and expectations were low,
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Positioning Intel; ON, FFIV & ST Previews; ANET; CDW; CHTR; CRWD; GLW

My colleague Jack Atherton, who covers Comm, Internet, Media and Sofware, is on New Parent Leave untilLabor Dax, I’l! be backing him up - ineluding sending this combined TMT morning daily, and providing hisearnings first-takes in the weeks to
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Interest Rates Daily

With UK elections passed, and a Labour government which is trying to project an image of being spendthrift, markets have 14bp of cuts being priced into this week’s
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BANK OF JAPAN (FINALLY) GETS BOLDER

Today, the Bank decided (by a 7-2 majority vote) to raise the overnight call rate by 15bps to 0.25% and(unanimously) to roughly halve its monthly JGB purchases to around 3 trillion yen by 2026 Q1 via cuts of “about
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