海外研报

Top 25 Tactical Trades for Earnings Season

We believe 2024 will be remembered as the “Year of the Stock Picker”. Indexoptions and daily SPX volatility have been dampened by systematic volatility

Equity Strategy Market Review

Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies covered in its research reports. As a result, investors should be

Continue to Monitor for Strategic Priorities Progress and Operational Execution Across Segments

(PKI.TO). Inside, we highlight key discussion points surrounding thestock, including (a) Refining commentary and outlook, with a key

Thematic Research

Several key economic indicators are due next week across the major economies, including retail sales in the US, inflation in the UK and Japan, as well as Q2 GDP

Summer Stalemates

A Surprise in France: We assessed market impacts after the French legislative electionsdelivered a hung Parliament, with the left coalition unexpectedly coming first, followed by the

Europe Weekly Focus

The UK’s economic recovery continues with consecutive quarters of robust growth now looking likely at the start of the year. While certainly a good

Wealth and wellbeing

For those of us spending our days watching markets and the economy, thelast few weeks have been packed with current events: From elections in the

Benefit of Lower Rates Offset Holiday Slowdown over the 4th of July

How it Works: In developing the scale, we went back over 50 years of data todetermine averages, outliers, and differing operating environments. As such, a

FSA Fixed Income Daily Commentary

US Treasury: US Treasuries rallied last Friday, despite higherthan-expected US wholesale inflation. The yield on the policydriven 2yr notes fell 6.3bps to 4.452%, its lowest level since

DB CoTD: The greatest rotation...

Yesterday was a fascinating day for US equities. 396 of the S&P 500 were up on the day, the equal weighted index rose +1.17%, and the Russell 2000 small cap index