海外研报

Olympic (Services) Inflation Bump

We expect headline HICP to decline to 2.3% in August ... The flash print for euro area HICP inflation for August will be published on Friday, August 30 at 10am UK

Barbell IG Position Provides Moderate Yield Pickup

With Asia credit having retraced the spread widening duringthe spike in market volatility earlier this month, the market

AI: four scenarios-Special

Summary The economic implications of the AI revolution are uncertain. It may take a decade or two

Earnings Season Monitor – 2Q24 Final Take

With 97% of companies having reported, we publish our final take. A net 16% of companies have beat on EPS, while on a

US: POST-ELECTION ENERGY CONUNDRUM

Whether Trump or Harris, the next President faces an uphill battle in unlocking new energy supplies, especially if the focus is on cutting inflation

Currency and gold watch

Still on holiday, GREED & fear senses that the excitement generated by the yen carry trade unwind has all but

Reasons behind global stock market plunge, implications of strong dollar for US election

Global stock markets fell sharply at the beginning of August, with Japanese stocks experiencing the steepest drop. Although I was not among those who were able to

We fine-tuned our EPS growth estimates post 2Q results; FIIs turned net buyers this week

Performance: NIFTY closed 1% higher w/w. Metals led(+3%), while Real Estate lagged (-3%).

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 Barclays Live.

The Flying DutchmanIndia: What can go wrong?

What can go wrong? The FTSE India has rallied for 13 out of the past 15 years. More than USD100bn has gone into the market in the last four years just from