海外研报

GS Utilities Daily: ENWL sale has positive read across to SSE

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this

Ratings and Target Price Changes - August 5, 2024 as of 5:30 AM ET

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this

Global equities lost 2%; Momentum underperformed

Macro data this weekUS: The ISM services report on Monday and the joblessclaims report on Thursday. There are a few speaking

European Week Ahead: August 5 - August 11

08:15 Spanish PMI - Composite, Jul F (consensus 54.7, last 55.8)08:15 Spanish PMI - Services, Jul F (consensus 55.5, last 56.8)

Trading Catalysts It’s the Fed now

Equities: Is the Fed put alive? The July jobs report came in below our goldilocks range for equities (+150K, +/- and financial markets indicate that the risk is no longer balanced between growth and

Big GBP unwind in broad risk-off

At present, the G10 FX PIX 2.0 signals that the AUD, NZD and NOK areoversold while the CHF and JPY are overbought. We have temporarily

The Bear Traps Report With Larry McDonald

“The beast inside the market now has the Fed in its grip. The serpent will demand FAR more

Americas Small Cap Research Summary

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on

US July jobs report: Broad-based weakening risks steeper cuts

• A sizable deceleration in payrolls and the fourth consecutive increase in the unemployment rate (which triggered the Sahm Rule) point

PANIC STATIONS!

1. Global recession risk, with CBs (perceived to be) behind the curve2. The unwind of the Yen carry trade (did BoJ hawkishness mark the top of