海外研报        
            
        
    
        
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        US Weekly Kickstart
                    Small-caps just posted the most powerful weekly return vs. large-caps on record. Against a backdrop of extreme equity market concentration, four                 
                
                    海外研报
                    2024年07月20日
                
            Global Strategy Weekly-Are we on the brink of another Nasdaq crash?
                    The June US CPI data surprised investors not just because of the benign data but also because of the unusually extreme reaction it triggered within the equity market. To                 
                
                    海外研报
                    2024年07月20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20日
                
            Commodity Tracker: mixed signals
                    Mobility indicators are showing strong seasonal demand. Jet fuel remains a bright spot for oil demand. However, China’s oil demand data is yet to improve. Imports fell 2.3% in the first half of this year, and refinery run rates remain low.                 
                
                    海外研报
                    2024年07月20日
                
            Weekly spending update through July 13
                    Key takeaways• Total card spending per HH was down 1.6% y/y in the week ending Jul 13, according to BAC aggregated credit & debit card data.                
                
                    海外研报
                    2024年07月20日
                
            Global Rates Trader Policy Path Dependent
                    While US election risk is an inescapable focus in rates market discussions, the lastmonth has revealed the difficulty building clear momentum in trading the eventual                
                
                    海外研报
                    2024年07月20日
                
            United Airlines Holdings Inc
                    United Airlines (UAL) provides scheduled air transportation for passengers (>90% of total revenue) and cargo (3-5%) throughout the United States and across the globe. United Airlines                 
                
                    海外研报
                    2024年07月20日
                
            India budget, Korea GDP and 20-day exports, and MAS meeting
                    Scheduled key data releases for the coming week in Asia ex-Japan include the UnionBudget in India, Q2 GDP and July 20-day export data in Korea, industrial production                
                
                    海外研报
                    2024年07月20日
                
            Europe Economic Weekly Back to cuts when back to school
                    Weekly view: Time to watch cycling and the OlympicsWe end the week feeling more comfortable again that the ECB will deliver a September                 
                
                    海外研报
                    2024年07月20日
                
            with Defensives outperforming Info Tech & Internet sectors
                    MXAPJ declined 3.1%, dragged by Taiwan, China offshore(-5% each) and Hong Kong (-3%), while Philippines (+3%),                
                
                    海外研报
                    2024年07月20日
                
             
                     
                     
                     
                     
                     
                     
                     
                     
                     
                    