海外研报
筛选
Lamenting party policy prescriptions for inflation
• The Biden/Harris administration has blamed greedy corporations
海外研报
2024年08月16日
Macro at a Glance: Latest views and forecasts
Globally, we expect real GDP growth of 2.7% yoy in 2024, reflecting tailwindsfrom real household income growth, a gradual recovery in manufacturing activity,
海外研报
2024年08月16日
Yen vs the World: Don’t get carried away
Nearly all Governor Ueda’s monetary policy press conferences has been on the dovish side. However, this
海外研报
2024年08月16日
Relative value models and analysis
This weekly publication updates US rates relative value models and analysis: Treasury spline model, Treasury benchmark rolls, swaption
海外研报
2024年08月16日
3 themes from 2Q 2024 conference calls: The labor market, the consumer, and AI
Our quarterly S&P 500 Beige Book reviews conference call transcripts to gain aqualitative perspective on key issues facing company managements. This
海外研报
2024年08月16日
Equity Strategy Market Review
Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies covered in its research reports. As a result, investors should be
海外研报
2024年08月18日
Theme in Charts: Bearish Gas is Bearish Oil
Our commodities team believes global gas prices will need to substantially pricebelow lignite economics as a wave of new LNG projects hits the market in a
海外研报
2024年08月18日
Trend follower bond longs getting stretched, equity closer to neutral for now
CTAs likely not participating in equity rally (yet)The S&P 500 broke a four-week losing streak by posting its best weekly return since
海外研报
2024年08月19日
US Economics Weekly in the datavei
CITI'S TAKEStronger-than-expected retail sales and the drop in initial jobless claimsraised market optimism that a "soft landing" might still be achieved, but thecontinued contraction in manufacturing, falling
海外研报
2024年08月19日
