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Global Macro Insight 17 July 2024
Door opening to Fed rate cuts, September eyed• The door is opening for the Fed to begin cutting rates soon, which we expect to start in September (25bp). Q2 inflation data indicate disinflation
海外研报
2024年07月19日
Emerging Market Weekly Pulse
The week started with pressure on EMs after the assassination attempt on former US President Donald Trump. Meanwhile, though Fed Chair Jerome
海外研报
2024年07月19日
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
