海外研报

Global Macro Watch Known Unknowns 21 – 26 July

Full focus on US 2Q GDP and PCEWe expect the advance estimate of 2Q GDP to come in at 2.3% qoq saar on the back of

China: Fiscal weakness lingered in June; expecting government bond issuance to pick up in Q3

Bottom line:China’s on-budget fiscal revenue growth remained subdued in June, weighed onagain by falling tax revenue growth (especially VAT and corporate income tax),

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index dropped 0.6% today. China and Hong Kong marketsoutperformed, while Taiwan and Korea markets underperformed. Within MXAPJ

European Morning Research Summary

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on

Equity Strategy

Q2 reporting season is heating up, Activity was broadly better for the quarter,sequentially, pointing to an improvement in earnings delivery - top chart. This,though, is to a good extent reflected in consensus estimates, where Q2 EPSprojections

Europe Morning Call: Jul 22, 2024

Click “here” for the GS EUROPEAN EXPRESS: Morning Update and a writtensummary of the Europe Morning Call.