海外研报

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.

Overview – Retail Trading

For the latest data, including intraday updates, visit Investable AI/Data Analytics. • Since our Monday update, retail traders have reverted back to net buying

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

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

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

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

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

Regional Industry Focus ASEAN Healthcare

Thailand's fast and furious medical tourism vs. mature growth in Singapore. Singapore and Thailand have become