海外研报
筛选
On Our Minds - Taiwan Still thriving in the AI boom
Taiwan’s economy has remained resilient thanks to the AI boom. 2Q GDP growth was stagnant – but this followed strong expansion in recent quarters. The AI boom has
海外研报
2024年08月02日
Japan: government expects BoJ to create steep curve, not rate hikes
The government has clearly indicated that it intends to “shift corporations from excess savings to excess investment, and completely
海外研报
2024年08月02日
ROIC on Capex Showing Through in Engagement, Revenue and Longer-Term Call
META remains the best case study of how GPU-enabled analyses of leading first party data sets can drive material
海外研报
2024年08月02日
USA: Initial Jobless Claims Above Expectations; Productivity Growth Stronger Than Expected
BOTTOM LINE: Initial jobless claims increased more than expected in the weekended July 27. The increase was led by a jump in filings in Michigan, which we
海外研报
2024年08月02日
September cut on the table helps drive down yields
The FOMC left the door ajar for a possible September rate cut, while avoiding any firm commitments. The tone of the statement as well as Chair Jerome Powell’s
海外研报
2024年08月02日
Global Macro Thoughts “Normal service will now resume”
Where noted in the source notes, the views expressed within this report are taken from previously published research. For further detail, including important
海外研报
2024年08月02日
BoE Votes 5-4 to Cut Policy Rate; Non-Committal Tone on Path Ahead
BOTTOM LINE: The MPC voted by a majority of 5-4 to lower Bank Rate by 25bp to5.00%, with Bailey, Breeden, and Lombardelli joining Ramsden and Dhingra in voting
海外研报
2024年08月02日
July 2024 Performance Review
July was a month of two halves, with the first half seeing the S&P 500 hit asuccession ofrecord highs, Bonds also rallied as speculation mounted that the Fedwould cut rates in September, particularly after the USCPl report came out. Butriskassets
海外研报
2024年08月02日
Samsung, Dc Capex, AMD, ANET, DV, FRSH, FVRR, INFA, MBLY, MSFT, PEGA, PINS, QRVO,sWKS
Reuters today reportes that the US government's planned trade restrictions on semiconductor manufacturingequipment will exclude Japan, the Netherlands & South Korea, focusing instead on cxports from lsracl, TaiwanSingapore and Malaysia.
海外研报
2024年08月01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01日
