海外研报
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Europe Non Research Other
Not that much to add to yesterday's piece really, enough to make things murky for markets going forward (recession riskiniddleEastUkraine incursion'US politics) that after the huge deleveraging episode post payrols daspite the swift
海外研报
2024年08月14日
Total recall 2Q:24 – Core strength drives OEMs; Supplier outlooks disappointing
Pricing remains solid but production outlook down YoY2Q:24 showed a change of pace for the automotive industry. Global production is now
海外研报
2024年08月14日
Risk-reward for equities to stay mixed through summer, but Japan not to underperform further
We remain concerned about the backdrop for stocks, there could be further bouts of weakness as we progress through summer. Activity is weakening,
海外研报
2024年08月14日
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
海外研报
2024年08月14日
Europe Non Research Other
Prely good session for EM tx wih ZAR emy decent demand for the curency mainly fromSyslamalic accounts but also HFs. As regular readers wll know, l have been trading USDZAR from the short side lately which hasworked well am l am further
海外研报
2024年08月14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14日
IndonesiaPulse: Rupiah has had a reprieve, but downside risks remain
We have lowered our USDIDR forecast to 16150 in Q3 (from 16420 previously) and 16050 in Q4 (from 16360 previously) to reflect recent easing depreciatory
海外研报
2024年08月14日
GSCHARTOFTHEDAY:CPIPREVIEW
We highlight four key component-level trends we expect to see in this month’s report:
海外研报
2024年08月14日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index rose 0.4% today. Taiwan and Korea markets outperformed, whileSingapore and Indonesia markets underperformed. Within MXAPJ sectors, Info Tech
海外研报
2024年08月14日
The Global Point Tuesday, 13 August 2024
We project the 2025E memory market to be better than feared. Despite market concerns on potential memory oversupply in 2025E, and following the memory
海外研报
2024年08月14日
