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Risk-reward still more favorable for cyclicals

Economics: The economy continues to defy its skepticsLast week, 2Q GDP surprised to the upside, signaling that even if the economy has slowed, it is still meeting its potential. This week, the focus will likely be on the Fed and
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BofA Securities Equity Client Flow Trends Third week of equity selling

Institutional clients continue to sell equities• Single stock-led selling: Last week, during which the S&P 500 was -0.8%, BofA Securities clients were net sellers of US equities (-$3.3B) for the third straight
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The message of a bond market

It is almost comical. Just as Wall Street and mainstream media became convinced that Donald Trump is the next US president, Joe Biden’s withdrawal and the sudden rush to gather around Vice President Kamala Harris
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Maintaining our S&P 500 target of 5400, rotation is where the action is

Neutral on index, bullish on internalsOur market timing signals have downshifted from bullish to neutral. In mid 2023, sentiment was deeply negative and our toolkit suggested that the direction of economic
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Euro Area: Q2 GDP Above Consensus But Germany Slows Down

BOTTOM LINE: According to Eurostat’s preliminary flash estimate, Euro area realGDP increased 0.3%qoq in Q2 2024, above consensus expectations for a 0.2%qoq
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First Takes (CZR, MDLZ, SBUX), 4 Areas In Focus Today

QUICK TAKE:Likely to trade up on better than expected results in Las Vegas & Digital while Regionalsfell a bit short but not too far from where we heard recent buyside expectations, Positioning and sentimenthave been negative and expectations were low,
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EA GDP: PERIPHERY > CORE; SURVEYS: JOBS AND PRICES COOL

Flash Euro Area (EA) GDP for Q2 confirms the three main trends of the past year: 1) ‘periphery’ outperforms‘core’, with Spain's large upside surprise (0.8% QoQ vs 0.5% expected) and Germany slipping back into contraction
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Euro Area: German Headline Inflation Beats Expectations

BOTTOM LINE: German headline HICP inflation was 2.60%yoy in July, in line withour tracking forecast and above consensus expectations of 2.5%yoy, up from
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Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index dropped 0.4% today. India and Singapore markets outperformed,while Indonesia and China markets underperformed. Within MXAPJ sectors, Utilities
海外研报

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