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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20日
Commodity Tracker: mixed signals
Mobility indicators are showing strong seasonal demand. Jet fuel remains a bright spot for oil demand. However, China’s oil demand data is yet to improve. Imports fell 2.3% in the first half of this year, and refinery run rates remain low.
海外研报
2024年07月20日
Weekly spending update through July 13
Key takeaways• Total card spending per HH was down 1.6% y/y in the week ending Jul 13, according to BAC aggregated credit & debit card data.
海外研报
2024年07月20日
Global Rates Trader Policy Path Dependent
While US election risk is an inescapable focus in rates market discussions, the lastmonth has revealed the difficulty building clear momentum in trading the eventual
海外研报
2024年07月20日
United Airlines Holdings Inc
United Airlines (UAL) provides scheduled air transportation for passengers (>90% of total revenue) and cargo (3-5%) throughout the United States and across the globe. United Airlines
海外研报
2024年07月20日
India budget, Korea GDP and 20-day exports, and MAS meeting
Scheduled key data releases for the coming week in Asia ex-Japan include the UnionBudget in India, Q2 GDP and July 20-day export data in Korea, industrial production
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2024年07月20日
Europe Economic Weekly Back to cuts when back to school
Weekly view: Time to watch cycling and the OlympicsWe end the week feeling more comfortable again that the ECB will deliver a September
海外研报
2024年07月20日
with Defensives outperforming Info Tech & Internet sectors
MXAPJ declined 3.1%, dragged by Taiwan, China offshore(-5% each) and Hong Kong (-3%), while Philippines (+3%),
海外研报
2024年07月20日
Won’t be as easy next time
In a rare display of steadiness, yesterday’s packed calendar went mostly according to expectation, which is a welcome change after the past six weeks. The ECB left
海外研报
2024年07月20日
Reiterate Rating: BUY | PO: 740.00 USD | Price: 643.04 USD
2Q: Healthy subscriber growth with 8.1mn net addsNetflix reported strong 2Q results including net adds of 8.1mn (vs. guidance of down
海外研报
2024年07月20日
