海外研报
筛选
MSFT Partner Survey; SMiD Internet; APPF, CFLT, QCOM, TENB, VRNS, XRX
The current market rotation appears to be in its final stages. Today, the market saw outperformance in Growth(.PGPURE) and Quality (.JPOPURE) sectors, indicating that the rotation is nearing its end. This rotation is primarilydriven by crowding
海外研报
2024年07月30日
US rates forecast update
The resulting baseline forecast has the 10y UST yield at 4.25% at year-end, withyields across the curve modestly above forwards.The forecastgenerally sees front.end spreads (2s5s) a bit flatter than forwards, reflecting a more gradual pace of
海外研报
2024年07月30日
Europe Non Research Other
From a curo perspeclive not much to say really, in all the vol elsewhere ifs hardly moved so dontto dedicate too much timeto it Al l wil say is that the EcB is silikely lo be chipping away on
海外研报
2024年07月30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07月30日
IFAST Corporation Ltd
. iFAST has set a 10-year target to reach S$100bn in assets under administration (AUA) by2028-2030, from S$21.05bn as of end-March 2024. AUA for iFAST has grown at a CAGR of 15%
海外研报
2024年07月30日
Asia ex-China: Electronics export demand to remain robust
The divergence between Asia ex-China’s electronics and non-electronicsexport demand will persist through 2024.
海外研报
2024年07月30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07月30日
FX OutlookYen-maggedon
De-risking of crowded positions is different from amacro shock. There is not much evidence of the latterin recent strong dataflow, and recession models contin-ue to hover in benign territory.
海外研报
2024年07月30日
BoJ: why this time is different
We calculate z-scores (using 1990-2019 as our sample) for four key measures ofunderlying inflation: (1) Shunto (wages), (2) core-core CPl adjusted for changes inconsumption taxes, and (3-4) price expectations series from surveys that haveproved to
海外研报
2024年07月30日
Global Fixed incomeWeekly
Similarly to USD, front-end HICPxT pricing is broadly in line with our economistsforecasts on the 1y with some slight upside over the coming months. 10y HICPcurrentlytrades slightly cheap compared to our macro model (~10bps). The 5s10sHlCP curve
海外研报
2024年07月30日
