海外研报
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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
海外研报
2024年08月18日
Employment growth can turn quickly
Employment rose a strong 58.2k in July after a 52.3k increase in June. Over the past six months employment growth has averaged 50.9k. That strength in
海外研报
2024年08月18日
AS IF NOTHING EVER HAPPENED?
MULTI ASSET Vol spikes like the one earlier this month are not uncommon. Historically, markets tend
海外研报
2024年08月18日
Relative value models and analysis
This weekly publication updates US rates relative value models and analysis: Treasury spline model, Treasury benchmark rolls, swaption
海外研报
2024年08月16日
Yen vs the World: Don’t get carried away
Nearly all Governor Ueda’s monetary policy press conferences has been on the dovish side. However, this
海外研报
2024年08月16日
Lamenting party policy prescriptions for inflation
• The Biden/Harris administration has blamed greedy corporations
海外研报
2024年08月16日
Hardware Sector Update; DELL Add to Focus List; ALAB
My colleague Jack Atherton, who covers Comm, Internet, Media and Software, is on New Parent Leave until Labor Day. I’ll be backing him up - including sending this combined TMT morning daily, and providing his
海外研报
2024年08月16日
The Global Point Thursday, 15 August 2024
The global economy’s “digital transformation” has entailed a shift from ecosystems characterized primarily by flows of physical “stuff” to ecosystems
海外研报
2024年08月16日
4Q24 review: Beat & raise on Enterprise & Public Sector order strength, workforce restructuring
CSCO’s F4Q24 EPS beat on slightly better EBIT – driven by arevenue beat and in-line margins - and below-the-line items.
海外研报
2024年08月16日
Cisco Systems Inc. (CSCO): F4Q24 First Take: EPS beat with stronger-than-expected orders growth
CSCO’s F4Q24 EPS of $0.87 beat GS/consensus (Visible Alpha) of $0.85/$0.85on a slight EBIT beat and better taxes. Revenue of $13.6 bn beat GS/consensus of
海外研报
2024年08月16日
