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Will the great unwind continue?
Market HighlightsMonday 5 August was a monumental day for markets. The Nikkei fell 12% which was the largest 1 day decline since 1987, the S&P500 fell 3% to end the day with the largest intra-day
海外研报
2024年08月07日
This material should be regarded as a marketing communication
After a relatively well-bid start of the week in rates (and ongoing panic in risk assets), global rates and markets
海外研报
2024年08月07日
Asia-Pacific Growth Monitor: EM Asia growth holding up, but factory surveys slow
This publication summarizes regional and country-specific growth data acrossthe Asia-Pacific economies we cover. In most cases, the latest data points are
海外研报
2024年08月07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
Weekly Warm-up: Defensive Leadership Fully Emerges as Growth Concerns Increase
Macro Risks Rise... While the macro data suggest the consumer is slowing but ok, the jobs data on Friday challenged the soft-landing view for some
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
US Week Ahead: August 5 - August 11
08:30 AM Chicago Fed President Goolsbee (FOMC voter) speaksChicago Fed President Austan Goolsbee will appear on CNBC’s Squawk Box.
海外研报
2024年08月06日