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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
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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
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MACRO TRENDS CHARTBOOOK

With nominal growth in the major global economies not only slowing down to below 20y average (4.9% yoyin Q1-24 or -0.3z) but also with a more compressed distribution than in the pre-Covid period, monetary
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Firm Industrial Production in May Driven by Construction and Utilities

Bottom Line: Industrial production expanded 0.7% mom sa in May, aboveconsensus for a milder expansion. The IP increase in May was driven by solid
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China: June money and credit data below expectations

June’s money and credit data all came in below expectations. The total socialfinancing (TSF) flows fell notably from May to June, primarily on slowed government
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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
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Sticky inflation is coming unglued

The June CPI report was very benign. The headline figure fell 0.06% (expected up0.1%) and the core figure was up only 0.06% (expected up 0.2%). Within the corecomponent,the long-awaited slowing in both tenants’and owners’ equivalentrental inflation took
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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
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Getaways and giveaways

In June, total card spending per household was down 0.5% year-over-year, according to Bank of America internal data. Seasonally-adjusted total card spending dropped 0.1% month-over-month (MoM), but over the second quarter as a whole, total
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Germany CAI Continues to Underperform Rest of Europe in June

Please find an update of our proprietary global economic indicators below. The databehind these exhibits can be downloaded here. Interactive charts can be found onour living page here.
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