海外研报
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The Flow Show Peak Oligarchy
Scores on the Doors: crypto 33.5%, gold 14.1%, stocks 11.0%, oil 9.3%, commodities 5.4%, HY bonds 4.4%, cash 3.0%, US dollar 2.9%, IG bonds 0.8%, govt bonds -3.1% YTD.
海外研报
2024年07月27日
UK Weekly Kickstart A rotation that favours the UK
Is the UK finally outperforming? Yes, the UK hasoutperformed in the recent global equity market setback,although the biggest rotation has been into the Russell2000/small caps in the US.
海外研报
2024年07月27日
The politics of a weaker US dollar Weekly - Regional View US
The US dollar has been a strong performer in recent years, appreciating over40% since its cyclical low in 2011 as measured against a basket of currencies
海外研报
2024年07月27日
EEQQUUIITTYY RREESSEEAARRCCHH
The Coca-Cola Company is a global total beverage company. It owns or licenses and markets various beverage brands, which are grouped into categories, such as Coca-Cola; sparkling flavours;
海外研报
2024年07月27日
European Views: Rising Downside (Stehn)
1. Following a stronger-than-expected pickup in Q1 activity, the Euro area growthoutlook has dimmed. First, the incoming activity data looks notably weaker, with a
海外研报
2024年07月27日
Ratings and Target Price Changes - July 26, 2024 as of 5:30 AM ET
Macro/Globaln European Economics Analyst, Moberly: BoE Preview—A Narrow Majority for aFirst Cut
海外研报
2024年07月27日
1H/2Q-24 Earnings Tracker: Earnings Fail to Impress
More than 40% of the companies we expect to include inour earnings tracker have reported. Overall, we expect toinclude c.500 companies in our tracker (this represents
海外研报
2024年07月27日
Regional Industry Focus ASEAN Healthcare
Thailand's fast and furious medical tourism vs. mature growth in Singapore. Singapore and Thailand have become
海外研报
2024年07月27日
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
海外研报
2024年07月27日
Mapletree Industrial Trust
DDiivveerrssiififieedd ““nneeww eeccoonnoommyy”” llaannddlloorrdd wwiitthh aa ddaattaa--cceenntteerr ssppiinn.. Mapletree Industrial Trust ("MINT") is one of Singapore's largest
海外研报
2024年07月27日
