海外研报

Morning Market Tidbits The Fed can afford to be patient

Why not cut in July?In a recent article, former New York Fed President Bill Dudley called for the Fed to begin its rate cutting cycle at next week’s FOMC meeting. Given his vast experience in

Centrica: Strong results, new buy back, capital allocation debate not fully answered

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this

NOW +6.5% post mkt

NOW +6.5% post mktA solid print relative to all the itters out there, but diffcult to know the ramifications of the COO/Army CIOsituation, and perception vis-a-vis their strong recent results with Federal Govt. Jack viewed it as the=

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

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

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.

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

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

Emerging Market Weekly Pulse

The unprecedented developments surrounding the US election have dominated the headlines as the outcome will largely define the US economic,

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