海外研报

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

Hong Kong: Retail sales fell further in May

On a month-over-month basis (seasonally adjusted), Hong Kong retail salescontinued to decline in May (-1.6% in value terms, -1.4% in volume terms). Sales

Seeking Certainty Amid Change

We expect a range-bound market in near term, as recent rallyhas largely priced in the positive developments since February.Despite positive policy pivots, we caution against persistentdeflation pressure and rising complexity from trade protection