海外研报
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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01日
BANK OF JAPAN (FINALLY) GETS BOLDER
Today, the Bank decided (by a 7-2 majority vote) to raise the overnight call rate by 15bps to 0.25% and(unanimously) to roughly halve its monthly JGB purchases to around 3 trillion yen by 2026 Q1 via cuts of “about
海外研报
2024年08月01日
WAGES, DOLLARS AND CRYPTOS
As my colleague, Dario Perkins, points out, the UK is the crowned king of devaluations. As a result, we will be taking a look back at the history of these devaluations over the next few months –
海外研报
2024年08月01日
DB CoTD: Closer....
Having worked with our equitystrategists Binky Chadha and Parag Thatte for manyUS election cycles now, l'm well versed in their view that a tight US electioncampaign tends to see a bias towards sideways markets in the months running upto the
海外研报
2024年08月01日
US Consumers More Pessimistic About CurrentEconomic Conditions
The Conference Board measure of consumer confidence surprised to the upside, rising from 97.8 to 100.3 inJuly. Respondents' more optimistic economic outlook drove the overall increase, offsetting a bleaker view olcurrent conditions. Consumers'
海外研报
2024年08月01日
Boeing Co. (BA): 2Q24 First Take: year-end production targets reiterated, Kelly Ortberg named CEO
Bottom line: BA 2Q24 results are choppy, as the company worked throughproduction slow downs in commercial and recorded additional charges on challenged
海外研报
2024年08月01日
Investment lmplications Of Election and Trump Policies
According to BCA Research's US Equity Strategy service, the stock market outperformance in 2024 thus faris an unusual pattern in election years. The historical data imply that the market wil suffer a spill if investors
海外研报
2024年08月01日
FOMC preview
We and consensus expect no policy changes at the conclusion of next week’s FOMC meeting. Instead, the more interesting development will be any tweaks to
海外研报
2024年07月31日
Positioning Intel; ON, FFIV & ST Previews; ANET; CDW; CHTR; CRWD; GLW
My colleague Jack Atherton, who covers Comm, Internet, Media and Sofware, is on New Parent Leave untilLabor Dax, I’l! be backing him up - ineluding sending this combined TMT morning daily, and providing hisearnings first-takes in the weeks to
海外研报
2024年07月31日
