海外研报
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Deconstructing the recent rally – and what’s next
Greater confidence in rate cuts? Check. Now: EPS in focusFollowing last week’s inflation data, small caps saw the biggest four-day rally since
海外研报
2024年07月19日
US MARKET INTELLIGENCE:MORNING BRIEFING
SPX +0.2%, NDX +0.4%,RTY -0.2%.WTl Obps at $82.85, NatGas +10bps to $2.04, UKNatGas +111bps to £0.7459, Gold +32bps to $2,467, Silver +73bps to $30.52,10Y @4.185%and VIX @ 14.44.
海外研报
2024年07月19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19日
IndiaPulse: Towards more inclusive growth
We forecast USDINR at 82.80 and IGB 10-year bond yields at 6.80% by the end of the fiscal year, together with a shallow RBI rate cut cycle of 50bps starting 1Q2025 (calendar year).
海外研报
2024年07月19日
F3Q24 preview: Apple Intelligence and the iPhone replacement cycle
We expect AAPL to deliver an EPS beat in F3Q24E with $85.1 bnof revenue (+4% yoy) and EPS of $1.36 (v. FactSet consensus$1.33).
海外研报
2024年07月19日
ECB: A September cut remains on track
The ECB kept rates on hold today, as was universally expected. This decision was unanimous and the Governing Council was also united in not giving an explicit
海外研报
2024年07月19日
Global Fixed Income Technical Update
The 5s/30s curve extends the breakout steepening to the 29.5bp Jan 78.6% retrace and 30bp Apr-Jun range measured move objective. Multi-year base
海外研报
2024年07月19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07月19日
Global Rates Notes: Sufficient Liquidity, Constrained Capacity
n Treasury repo rates remain broadly anchored, but more sustained pressure sincequarter-end suggests a shift in dynamics. n A range of factors point to pressure arising from constraints on capacity to
海外研报
2024年07月19日
Americas Transportation: Eye on Freight: Intermodal Recovery Potential v.3
Bottom line: Post the disappointing JBHT earnings release, we thought it couldbe instructive to take a look at several factors that may be in various stages of
海外研报
2024年07月19日
