海外研报

Commodities Technical Advantage Oil’s Bermuda triangle is nearing an end

View: Oil’s Bermuda triangle is nearing an endOil prices have been trading in a narrowing range, or a triangle pattern, for over a year

US Daily: Some Encouraging News on Shelter Inflation (Walker)

The latest release of the Bureau of Labor Statistics’ (BLS) All Tenant RegressedRent (ATR) Index showed -1.1% annualized rent growth for Q2. Because the ATR

The Pulse of the Market Monitoring Earnings, The Rotation Trade, and The Pullback

In Pulse, we tackle hot topics and updates on our high frequency indicators. The three big things you need to know: First, earnings season has been fine so far, and what we’ve read has

GBP: mind the black hole

The GBP rally – which has come to define the G10 FX market so far this year –has lost momentum of late amidst returning risk aversion. The GBP has been

MSFT Partner Survey; SMiD Internet; APPF, CFLT, QCOM, TENB, VRNS, XRX

The current market rotation appears to be in its final stages. Today, the market saw outperformance in Growth(.PGPURE) and Quality (.JPOPURE) sectors, indicating that the rotation is nearing its end. This rotation is primarilydriven by crowding

US rates forecast update

The resulting baseline forecast has the 10y UST yield at 4.25% at year-end, withyields across the curve modestly above forwards.The forecastgenerally sees front.end spreads (2s5s) a bit flatter than forwards, reflecting a more gradual pace of

Europe Non Research Other

From a curo perspeclive not much to say really, in all the vol elsewhere ifs hardly moved so dontto dedicate too much timeto it Al l wil say is that the EcB is silikely lo be chipping away on

Americas Small Cap Research Summary

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

Week 3: risks of overinvesting in AI overinvestors

Half-time report: 3% beat, guidance improves for large206 S&P 500 companies (46% of index EPS) have reported, beating consensus EPS by

IFAST Corporation Ltd

. iFAST has set a 10-year target to reach S$100bn in assets under administration (AUA) by2028-2030, from S$21.05bn as of end-March 2024. AUA for iFAST has grown at a CAGR of 15%