海外研报
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Third Plenum points to more support
China concluded its Third Plenum meeting for long-term economic plans, and thecommunique possibly signaled more stimulus to support the economy, while
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
The Flow Show 100% + 75% = peak 68%
Scores on the Doors: crypto 36.2%, gold 17.6%, oil 14.6%, stocks 13.8%, commodities 7.4%, HY bonds 4.5%, cash 2.9%, US dollar 2.8%, IG bonds 1.3%, govt bonds -3.0% YTD.
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
Global Economics Wrap-Up: July 19, 2024
The case for Fed rate cuts strengthens as elections loom: o US economic data softened further in June: § Trimmed-mean PCE inflation has returned to 2% on a 3-month
海外研报
2024年07月20日
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22日
Weekly Economic & Financial Commentary
United States: A String of Upside Surprises, but Growth is Slowing in the U.S.• Retail sales, housing starts and industrial production all surprised to the upside this week. Yet, an
海外研报
2024年07月22日
