海外研报
筛选
Downgrade Retail to Neutral: 2Q24 Promos Suggest Weakening Demand
We downgrade Retail to Neutral from Positive on erosion ofinventory margin recapture as promos intensify and demand
海外研报
2024年08月08日
Big GBP unwind in broad risk-off
At present, the G10 FX PIX 2.0 signals that the AUD, NZD and NOK areoversold while the CHF and JPY are overbought. We have temporarily
海外研报
2024年08月06日
BOJ, FED, FUEL SURGE IN EM FX VOLATILITY
Fed and BoJ meetings have further raised EM FX volatility. Last week’s FOMC meeting was widely interpreted as confirming the market expectation that the funds rate will be cut in
海外研报
2024年08月06日
Hong Kong: PMI rose in July
The S&P Global Hong Kong PMI (which covers the manufacturing, construction,wholesale, retail and services sectors) rose to 49.5 in July from 48.2 in June. Among
海外研报
2024年08月06日
Americas Small Cap 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06日
U.S. Desk Strategy Macro2Markets Outlook
As the dust settles post one of the most active macro weeks of the summer, the broader market is at the mercy of lower summer liquidity amid ongoing
海外研报
2024年08月06日
European Week Ahead: August 5 - August 11
08:15 Spanish PMI - Composite, Jul F (consensus 54.7, last 55.8)08:15 Spanish PMI - Services, Jul F (consensus 55.5, last 56.8)
海外研报
2024年08月06日
Trading Catalysts It’s the Fed now
Equities: Is the Fed put alive? The July jobs report came in below our goldilocks range for equities (+150K, +/- and financial markets indicate that the risk is no longer balanced between growth and
海外研报
2024年08月06日
