海外研报
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Energy Sigma Another reset
Oil prices have recovered somewhat from the early-Augustselloff that coincided with another reset in speculative
海外研报
2024年08月21日
Americas 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
海外研报
2024年08月21日
What Companies Are Saying: StillWaiting And Seeing
Companies broadly report steady growth butnota lotofupward momentum as theyand their customers are still in a pervasive wait and see loop given lingeringuncertainties around inflation, interest rates, domestic politics, elections,
海外研报
2024年08月20日
The yen carry trade-what if Japaninstitutions decide to unwind?
Public pension funds. lhe GPlF is the big one here, with other smallerfunds believed to generally follow its lead. There's a growing view that theGPIFcould cutforeign bond exposure when it announces its next policy mixin 2025.
海外研报
2024年08月20日
