海外研报

MORNING BRIEFING INTERNATIONAL MARKET INTELLIGENCE

Asia Trade: APAC stocks (0.8%) continued their recent rebound this moring. in Japan, NKY(1.296) recovered from carly losses and was boosled by Uchida's commenls that BOJ

Global Markets Daily: The Path for US Rates from Here (Marshall/Zu)

The US front-end incorporates significant downside risk to our expected Fedpath, while 10y yields sit about 30bp through our year-end forecasts. We see

Europe Morning Call: Aug 07, 2024

Click “here” for the GS EUROPEAN EXPRESS: Morning Update and a writtensummary of the Europe Morning Call.

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

Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index rose 1.8% today. Taiwan and Philippines markets outperformed,while Australia and Malaysia markets underperformed. Within MXAPJ sectors, Info

GS EUROPEAN EXPRESS: New Idea: Buy Saudi Aramco

New Idea: Buy Saudi AramcoSaudi Aramco – up to Buy – Aramco stands out from the rest of the industry on

Ratings and Target Price Changes - August 7, 2024 as of 5:30 AM ET

Macro/Globaln Asia-Pacific Portfolio Strategy, Moe: Weathering summer storms

Macro2Market Views Post the MacroMania

The super-macro week of late July/early August led to a volatile adjustment in pricing and positioning. As the dust settles, we remain vigilant and unconvinced that the coast is clear.

ROTATION, RESET OR BOTH?

The mid-summer equity sell-off is as much about rotation as it is a market resetamplified by technical factors against the backdrop of a sharp yen rally, signs of

GS Utilities Daily: Siemens Energy: Solid Q3 numbers, cash flow guidance upgraded

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,