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New Candidate, Same Implications

To project the impact of elections on the markets, we typically frame scenarios. But we could never have dreamed up the truly wild month we just went
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Navigating a Noisy Election

Prepare for more noise than signal. Uncertainty is high for election results & the macro impacts of key policy choices. We see value in key equity sectors, a skew toward USD &
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BoJ seen forgoing July rate hike to ensure trouble-free start to QT

We expect the BoJ will leave its guidance target for the uncollateralized overnight call rate on hold at “around 0% to 0.1%” at the July 30-31 Policy Board meeting,
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Regional Industry Focus ASEAN Healthcare

Thailand's fast and furious medical tourism vs. mature growth in Singapore. Singapore and Thailand have become
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Is this what data-point dependence looks like?

The poor NFP report and 0.2ppt uptick in unemployment rate brought 10Y UST yields to December 2023 lows (3.8%) and ESTR 1YF1Y to 2.08%. Growth factor
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TECHNICAL ANALYSIS

2y UST has staged a relentless downtrend after break below multi-month trend line with a gap. Daily MACD is now within deep
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This material should be regarded as a marketing communication

After a relatively well-bid start of the week in rates (and ongoing panic in risk assets), global rates and markets
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European Equity Strategy

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
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The Flow Show The Prime of Strife

Scores on the Doors: crypto 17.2%, gold 16.9%, stocks 8.9%, oil 6.3%, HY bonds 4.7%, commodities 3.3%, cash 3.2%, IG bonds 1.9%, US$ 1.9%, govt bonds -0.8% YTD.
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Tactical Derivatives Strategy

Strategy: We recommend bearish investors overlay their positions with aHSY Aug 30th $185/$175 strike 1x2 Put Spread, indicatively paying 0.8%option premiumvs $193.53 ref price, heading into F2Q'24 carnings(confirmed for August 1). Short
海外研报