海外研报

Hong Kong: PMI rose in July

The S&P Global Hong Kong PMI (which covers the manufacturing, construction,wholesale, retail and services sectors) rose to 49.5 in July from 48.2 in June. Among

Healthcare Pulse: Oh August... Investor sentiment

Considerations for the XLV @ 10k Feet. Macronarratives got turned on their head yet again with the

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