海外研报

GD--CHINA’S “WHATEVER IT TAKES” MOMENT NEEDS A FISCAL “BAZOOKA”

◼ Macro Drivers: Surveys and hard data paint very different pictures of the US job market

GD--STIMULUS SIGNPOSTS: WHAT TO WATCH IN CHINA

Last week Beijing unveiled its largest post-Covid stimulus, sending a strong signal that –

Barclays_Barclays Equity Factor Monitor_20241002

We attach the US & Europe factor baskets for September 30, 2024, to this report.

Barclays_Equity Strategy Market Review_20241004

Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies

Barclays_Tesla, Inc_20241002

We believe investors were likely expecting a more robust beat,

BoE—A Dovish Shift in the Debate, Supporting Our Forecast for Sequential Cuts

BOTTOM LINE: The latest commentary from the MPC indicates that the debate on

BofA - Savita Subramanian - US Performance Monitor What seasonality_20241001

S&P 500 defies gravity in the seasonally weakest month

BofA_Asia Economic Weekly India- FX Reserves Up, up and away_20241004

This week in focusAnother eventful week for markets in Asia. China entered the Golden Week holiday with

BofA_Global Economic Weekly Jobs, cuts, and risks_20241004

Following the Fed’s pivot to the labor market, all eyes are set on US non-farm payrolls