海外研报

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

Robust headline growth with underlying weakness

Indonesia’s 2Q24 real GDP growth printed at 5.05% yoy, a tad higher than our expectation of 5.04% and lower than the 5.1% recorded for 1Q24. While a weak deflator

All eyes on equities as we head into data doldrums

The Australian dollar is like an itch I can’t stop scratching. In the first few months of this year, it suffered from a steady downward revision in growth forecasts relative to the US, but in recent

Opportunities in NJA local markets after overshoot

1. Wild price action in Asian local markets post US July employment report.Markets have experienced a sharp de-risking and unwind of carry trades (particularly

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.

Earnings-day volatility at 14-year highs

We analyzed the earnings day moves of the 362 S&P 500 stocks that havereported so far this earnings season and compared them with the past 18

a complete exit from deflation after the next global economic cyclical recovery

Despite stagnant domestic demand, the BoJ's premature lifting of its negative interest rate policy and additional rate hike put downward pressure on the credit