海外研报
  1. 首页
  2. 海内外研报
  3. 海外研报

筛选

研报种类:

列表

FOMC – Six questions

Two 2024 cuts versus three? Our baseline remains two Fed cuts in H2, one in September and one in Q4. The market is divided on pricing and so are we to some
海外研报

The Macro Blog - Yen -A better Bank of Japan timing?

Last week's intraday price action in the USD/JPY suggests that the Bank of Japan may have intervened in the FX market onceagain to counteract yen weakness. While it is too early to determine the ultimate impact, the current market conditions
海外研报

Can Trump depreciate the USD?

Careful what you wish for, ‘cause you might get it in heapsThe most often asked question we encountered last week was whether a weak USD
海外研报

USD: feeling green

The USD outlook has taken a turn for the worse of late on the back of: (1) growing market expectation that the Fed easing cycle could start as
海外研报

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
海外研报

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
海外研报

Boeing Co. (BA): Updating model for defense segment disclosure, legal payment

We are updating our BA model to incorporate recent commentary from Boeing’sCEO of Defense, Space & Security, Ted Colbert, where he stated 2Q24 financial
海外研报

Greater China Insight 19 July 2024

This cut was prompted by lower-than-expected Q2 GDP of below 5%. We cannot rule out another cut in Q4 if Q3 GDP remains below 5%.
海外研报

Macro Strategy

Markets began to stabilise again yesterday, with the Magnificent 7 (+2.33%)leading the recovery after a 4-day slump last week, The moves came as earningsseason is about to ramp up, with Tesla (+5.15%) and Alphabet (+2.26%) set to bethe first ofthe
海外研报

Balancing an accommodative Fed and a complex US election across emerging markets

Macro focus:Over the last seven w eeks, the outlook for the Fed has become more supportive w ith favourable inflation and labour prints that has led to the pricing of
海外研报