海外研报

Barclays_Americas Small Cap Research Summary_20241021

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all

Barclays_Americas Morning Research Summary_20241021

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all

GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update001

The MXAPJ Index dropped 0.5% today. Australia and Taiwan markets outperformed,

GS--Checking in on softlines ahead of 3Q earnings;

Remain cautiously optimistic but expect volatility through 2H: We have

OutlookforIndia-102024_updated

India, world’s fifth largest economy is projected to grow at 6-8% over the next five years and

Nomura_The Economy Next Week_20241018

Global Economic Outlook Monthly: ECB to out-cut the Fed; stil cautious on China

MS Sunday Start - Looking Back from Over There

After a week speaking with clients in London, I am struck by both the parallels and

MS on Tariffs - Global Economic and Strategy Implications

Expanded use of tariffs is one possible consequence of the US election. In this note, we unpack

MS - Why EA Fiscal Policy is likely to get tighter

This week Jens Eisenschmidt, Jean-Francois Ouvrard and Skander

MS - Why China's Hesitancy to Enact Forceful Fiscal Easing

Forceful fiscal easing to support consumption is needed to