海外研报

The politics of a weaker US dollar Weekly - Regional View US

The US dollar has been a strong performer in recent years, appreciating over40% since its cyclical low in 2011 as measured against a basket of currencies

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The Coca-Cola Company is a global total beverage company. It owns or licenses and markets various beverage brands, which are grouped into categories, such as Coca-Cola; sparkling flavours;

European Views: Rising Downside (Stehn)

1. Following a stronger-than-expected pickup in Q1 activity, the Euro area growthoutlook has dimmed. First, the incoming activity data looks notably weaker, with a

Ratings and Target Price Changes - July 26, 2024 as of 5:30 AM ET

Macro/Globaln European Economics Analyst, Moberly: BoE Preview—A Narrow Majority for aFirst Cut

1H/2Q-24 Earnings Tracker: Earnings Fail to Impress

More than 40% of the companies we expect to include inour earnings tracker have reported. Overall, we expect toinclude c.500 companies in our tracker (this represents

Regional Industry Focus ASEAN Healthcare

Thailand's fast and furious medical tourism vs. mature growth in Singapore. Singapore and Thailand have become

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

Global Economic Weekly Patience is a virtue

Global Letter: Patience is a virtueMajor central banks to meet next week. We expect the Fed to remain on hold, the BOJ

End of Week Market Intelligence: topsy...

... turvy...The sense of trepidation that picked up last week across the Tech tape, especially,has generally continued throughout this week (the NASDAQ Composite index is

Shifting neutral into the summer but we remain mildly pro-risk for 12m

Global growth slowed in Q2 but risky assets performed well, helped byexpectations for central bank easing and mega cap tech optimism. Our macro