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Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index dropped 0.9% today. Taiwan and India markets outperformed,while Australia and Korea markets underperformed. Within MXAPJ sectors, Utilities
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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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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
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Morning Market Tidbits The Fed can afford to be patient

Why not cut in July?In a recent article, former New York Fed President Bill Dudley called for the Fed to begin its rate cutting cycle at next week’s FOMC meeting. Given his vast experience in
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Small/Mid Cap Strategy 5 FAQs we’re fielding on small caps

1) Are small caps still cheap after the rally?On an absolute basis, no – as of yesterday’s close, the Russell 2000 at 15.5x trades slightly above its historical average P/E of 15.2x. But small caps remain cheap vs. large
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Re-examining implications for commodities under a Red Wave

Global commodities: We build on our recent examination of the implications for commodities stemming from the US elections (see here) to reassess w hat GOP
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Much ado about nothing

A Trump presidency brings into focus his extreme policy positions. The impact of such policies on the energy market would not be straightforward.
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FOMC: dovish hold to precede September rate cut

We expect no change in the federal funds rate (FFR) at the July Federal Open Market Committee (FOMC) meeting, in what we expect will be a
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Ford Motor Co. (F): 2Q24 First Take

While Ford maintained its full-year EBIT guidance and raised its FCFguidance, 2Q EBIT was below the Street driven by the Blue segment (with
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Assessing the Channels of Impact of Tariffs on Asian FX (Suwanapruti)

With investor focus on the US elections, we extend our EM Strategy team’swork on “Assessing the Relative Impact from US Tariff Risks” to take a deeper
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