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

Americas Small Cap 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

Global Economic Weekly Patience is a virtue

Global Letter: Patience is a virtueMajor central banks to meet next week. We expect the Fed to remain on hold, the BOJ
海外研报

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
海外研报

Mutual funds modestly reduce China exposure in June

Foreign (FII) flows / positioningn The EM Asia region saw another week of heavy selling
海外研报

1H/2Q-24 Earnings Tracker: Earnings Fail to Impress

More than 40% of the companies we expect to include inour earnings tracker have reported. Overall, we expect toinclude c.500 companies in our tracker (this represents
海外研报

European Views: Rising Downside (Stehn)

1. Following a stronger-than-expected pickup in Q1 activity, the Euro area growthoutlook has dimmed. First, the incoming activity data looks notably weaker, with a
海外研报

Fed Chatterbox: July Edition (Rindels)

Since the FOMC’s June meeting, FOMC participants have highlighted the betterinflation readings in recent months following the firmer prints in the first quarter.
海外研报

Implications of Higher Tariffs for Euro Area and US Monetary Policy

Below is Goldman Sachs Chief Economist Jan Hatzius’s speech at the 2024 ECBForum on Central Banking in Sintra, Portugal, delivered on July 2, 2024.
海外研报

Slow and Steady Global Rate Spillovers From Higher JGB Yields (Zu)

n The BoJ is expected to continue to tighten monetary policy over the comingmonths. In today’s Daily, we assess how much spillover the tightening cycle in
海外研报

Shifting neutral into the summer but we remain mildly pro-risk for 12m

Global growth slowed in Q2 but risky assets performed well, helped byexpectations for central bank easing and mega cap tech optimism. Our macro
海外研报