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LatAm At A Glance Summer breeze

Supportive external environmentThe global backdrop remains favorable for LatAm local markets. US inflation prints over the past two months have come in well below expectations. At the same time growth
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Liquid Insight Dutch pension funds, in 10 questions

Key takeaways• Dutch pension funds are key actors in the long-end of the EUR swaps curve, but they are also active across asset classes.
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Cooling growth = cooling inflation

Economics: Slowing activity and inflation?Last week’s data suggested that activity is moderating. ISMs printed below 50, vehicle sales were lower than expected, and job growth moderated. With activity cooling,
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Surprise MET Increase for Uranium in Kazakhstan

New MET Rates from 2025: The Government in Kazakhstan has introduced a new Mineral Extraction Tax (MET) for uranium, replacing the existing 6% flat rate MET
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Europe Weekly Focus

The UK’s economic recovery continues with consecutive quarters of robust growth now looking likely at the start of the year. While certainly a good
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The economic consequences of a second Trump presidency for emerging markets

Macro focus: With market-implied probabilities of a second Trump term rising, we take a first look at the potential reverberations for EMs. We view tariff policy as
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LESSONS FROM THE '68 AND '80 PRESIDENTIAL CAMPAIGNS ARE STILL APPLICABLE

Choices made and not made in 1968 and 1980, by the Democrats and Republican candidates,are important lessons in assessing the way forward for this election. The attempted
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Upswing in earnings ahead

Star Alliance group,Air China has its primary hub in the Beijing capital and boasts a key advantage in global connectivity,commanding a 27% share of China’s total international traffic in 2019. It is the only Chinese network
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DBS Equity Picks

TWRR since inception in the 14 June-12 July review period surged to a record-high of 173% (prev.
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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
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