海外研报

XCCY Weekly 2024-09-20

• A heavy week on the central bank front. The Fed delivered a hawkish 50bp cut, while the BoE and the BoJ left their

USB--Get ready 4Q outlook: Rates, votes, and volatility

As we look ahead into the fourth quarter of the year, rates, votes, and volatility will be in focus—all of which could affect investment outcomes.

UBS--Preparing portfolios for the fourth quarter Weekly Global

Deeper DiveEquity markets are approaching the end of the third quarter in high spirits.

FX Weekly--Muted USD reaction as Fed easing begins

FX View: This week the US dollar (DXY) is lower by only 0.4% following the FOMC decision to cut rates by 50bps. It’s clear market participants were well positioned for

Barclays--European Morning Research Summary_20240913

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

Global Economics Weekly A change in narrative

As central bankers gather in Jackson Hole next week, thenarrative for policy easing is building. Inflation is in retreat,

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