海外研报

USA: GS Economic Indicators Update

Please find an update of our proprietary economic indicators below. The data behindthese exhibits can be downloaded here. Interactive charts can be found on our livingpage here.

Housing recovery continues, driven by low supply.

Unless otherwise noted, information included herein is presented as of the dates indicated. Apollo Global Management, Inc. (together

Catch-Up Call-Weekly Investment Grade TMT Review

Theme of the week – Between a Roundball Rock and a Hard Place: Although the league has yet to confirm the details, the WSJ and The Athletic both reported

Global Fixed Income Markets Weekly

Overview: DM central banks showed further progress towards starting or continuing to reduce current monetary policy restriction this week given the

Americas Construction: Building Products: AHAM Read-Throughs

2Q24 T-6 Volumes Up 2% YOY: This compares to a 6% decrease in 1Q and flat ayear ago. We note shipments improved through the quarter against easing

Americas Transportation: Eye on Freight: Intermodal Recovery Potential v.3

Bottom line: Post the disappointing JBHT earnings release, we thought it couldbe instructive to take a look at several factors that may be in various stages of

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index dropped 0.4% today. Indonesia and Philippines marketsoutperformed, while Taiwan and Korea markets underperformed. Within MXAPJsectors, Cons Stap and Energy led while Info Tech and Industrials lagged. MSCI

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

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

Half-time calm

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