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TIME TO TURN ATTENTION TO MANAGING THE FED BALANCE SHEET

The headline coming out of this week’s FOMC meeting will be the signal that funds ratecutting begins in September, with the usual caveats. Probably not reported but still very
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Week 3: risks of overinvesting in AI overinvestors

Half-time report: 3% beat, guidance improves for large206 S&P 500 companies (46% of index EPS) have reported, beating consensus EPS by
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Emerging Insight The Great Divides in USD/CNY

Key takeaways• As the focus on USD vs. CNY valuation and trade intensifies, we take a broader look at key macro charts.
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BofA Securities Equity Client Flow Trends Third week of equity selling

Institutional clients continue to sell equities• Single stock-led selling: Last week, during which the S&P 500 was -0.8%, BofA Securities clients were net sellers of US equities (-$3.3B) for the third straight
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Euro Area: Q2 GDP Above Consensus But Germany Slows Down

BOTTOM LINE: According to Eurostat’s preliminary flash estimate, Euro area realGDP increased 0.3%qoq in Q2 2024, above consensus expectations for a 0.2%qoq
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First Takes (CZR, MDLZ, SBUX), 4 Areas In Focus Today

QUICK TAKE:Likely to trade up on better than expected results in Las Vegas & Digital while Regionalsfell a bit short but not too far from where we heard recent buyside expectations, Positioning and sentimenthave been negative and expectations were low,
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EA GDP: PERIPHERY > CORE; SURVEYS: JOBS AND PRICES COOL

Flash Euro Area (EA) GDP for Q2 confirms the three main trends of the past year: 1) ‘periphery’ outperforms‘core’, with Spain's large upside surprise (0.8% QoQ vs 0.5% expected) and Germany slipping back into contraction
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Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index dropped 0.4% today. India and Singapore markets outperformed,while Indonesia and China markets underperformed. Within MXAPJ sectors, Utilities
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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
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Armstrong World Industries Inc. (AWI): 2Q24 First Take

2Q Beats Consensus, Miss vs GSe Led by Margin: Armstrong reported 2Q adj.EPS of $1.62, below our $1.63 estimate but above FactSet consensus of $1.55. The
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