海外研报
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EA HICP: NO GREEN LIGHT FOR SEPTEMBER CUT, BUT SERVICE INFLATION SLOWS
July flash HICP for the Euro Area (EA) gives the ECB no green light to cut in September yet, but progress onservice disinflation is encouraging. Amid adverse base effects in energy inflation and increasingly less supportive
海外研报
2024年08月01日
Hong Kong: Real GDP growth stronger than expected in Q2
Bottom line: The preliminary reading of 2024 Q2 Hong Kong GDP growth came in at+3.3% yoy, significantly above consensus expectations. In quarter-over-quarter
海外研报
2024年08月01日
HF Performance Resilient as Selling of Global Equities Persists
As we observed further drawdowns in equity indices, HFs were once again able to mitigate their losses to just a fraction of what indices
海外研报
2024年08月01日
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01日
Strong FCF generation to drive c.13% SH returns in 2024E, with 10% DPS increase; Buy
BP reported broadly in-line 2Q24 results this morning (July 30), withRC operating profit at US$5,414 mn, 2% below company-compiled
海外研报
2024年07月31日
G10 Consumer Dashboard: July 2024: Subdued Spending Despite Solid Fundamentals (Pierdomenico)
On the positive side, consumers continue to benefit from generally tight labormarkets in all economies. Since we last published the dashboard, the
海外研报
2024年07月31日
The message of a bond market
It is almost comical. Just as Wall Street and mainstream media became convinced that Donald Trump is the next US president, Joe Biden’s withdrawal and the sudden rush to gather around Vice President Kamala Harris
海外研报
2024年07月31日
Euro Area: German Headline Inflation Beats Expectations
BOTTOM LINE: German headline HICP inflation was 2.60%yoy in July, in line withour tracking forecast and above consensus expectations of 2.5%yoy, up from
海外研报
2024年07月31日
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07月31日
FX Watch Where to fade the JPY rally
Cross-JPY pairs have been in secular uptrends since the start of the current rate cycle in 2021, and drawdowns to 100d SMA have been common. On average, major G10/JPY
海外研报
2024年07月31日
