海外研报
筛选
June deficit contracts in line with moves from advance goods report
The overall trade deficit narrowed $1.9bn in June, to $73.1bn, reflecting export growththat outpaced import growth. The deficit narrowed less than we expected (Barclays -$72.1bn,
海外研报
2024年08月08日
Global Tech: Re-calibrating AI server timeframe; updating Global server model and
We recalibrate our AI servers timeframe estimates, moving 2024E shipment to2025E, reflecting the uncertainties in Nvidia’s next-generation products (report link),
海外研报
2024年08月08日
USD: a ‘flatter’ smile is still a smile
Asia overnightInvestor sentiment continues to improve as equity markets recover from their recent drubbing. BoJ Deputy Governor, Shinichi Uchida, helped reassure markets
海外研报
2024年08月08日
Preview: RBNZ Monetary Policy Statement
Cooler heads• We expect the RBNZ to leave the OCR at 5.50% next week, andto signal a potential cut in the OCR later this year, with the Record
海外研报
2024年08月08日
FADE THE RECESSION NARRATIVE
The market has been hypersensitive to negative economic surprises because of the extent to which GDP growth and earnings expectations have been ratcheted up over the course of this
海外研报
2024年08月08日
GS UK Today: Glencore H1 Results | ITM Power | UK Retail | US Macro
Earnings First Take: Glencore Glencore - 1H first take - Revenue came in much higher primarily due to higher
海外研报
2024年08月08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08日
Global Markets Daily: US HY Is an Imperfect Election Instrument (Rogers)
While the ongoing market correction has taken center stage in recent sessions,the policy implications of the US elections remain a key topic among investors.
海外研报
2024年08月08日
Midday Market Intelligence: seeking
...a levelTuesday’s calm seems to be carrying over on Wednesday, with markets seeming toshed some of the worry seen earlier in the week, while still remaining cautious. A
海外研报
2024年08月08日
