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Shifting neutral into the summer but we remain mildly pro-risk for 12m

Global growth slowed in Q2 but risky assets performed well, helped byexpectations for central bank easing and mega cap tech optimism. Our macro
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Valero Energy Corp. (VLO): First Take: In Line Quarter, But Softness in Refining

Valero Energy (VLO) reported adjusted 2Q24 EPS of $2.71 versus GS/FactSet Sharpconsensus of $2.67/$2.60. Adjusted cash flow during the quarter was in-line with
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Much ado about nothing

A Trump presidency brings into focus his extreme policy positions. The impact of such policies on the energy market would not be straightforward.
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STRONG DOLLAR PROBLEM. JOIN US LIVE

This is an extremely important and off-consensus theme that we've been fixated on for over a year. How thestrong dollar is dealt with by the US will have global economic ramifications, we even see the potential for a new
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Global Earnings Revision Ratio Hint of softness

Global Earnings Revision Ratio moderated in JulyIn a hint of softness in earnings expectations, the Global Earnings Revision Ratio
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Emerging Market Weekly Pulse

The unprecedented developments surrounding the US election have dominated the headlines as the outcome will largely define the US economic,
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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
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Trade Close: Close Options Recommendation in TSLA, EW, IBM, CMG

We close our recommendation to buy TSLA calls. We close our 5-Jun, 2024recommendation to buy TSLA Aug-24 $175 calls at a gain following their earnings.
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How inflationary are Trump’s tariffs?

Trump’s 60/10 tariff proposal could raise prices by 1.8% over two years, absent second-round effects• Supply chain disruption and adjustment costs risk elevating these inflationary costs
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Pool Corp. (POOL): 2Q24 First Take

2Q EPS Beat Led by Revenue: Pool Corp reported 2Q EPS of $4.99, above our$4.92 estimate and FactSet consensus of $4.91. The outperformance was primarily
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