海外研报

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

Initial claims see more normalization

Initial jobless claims declined last week, driven in part byoutsized drops in Michigan and Texas. Last week's reading of

US Economics Weekly Risingunemployment is not“transitory'

CITI'S TAKEThe rise in the unemployment rate is the clearest sign yet that rather thanachieving a “soft landing" the US economy is more likely to slide intorecession.Attempts to explain away

Equity StrategyQ2 Eamings Season Tracker - Key Takeaways

The Q2 eamings season is in its final stages, wih 85-90%$ ofcompanies havingreporled in the UiS and in Europe. in this last edition of our Q2 tracker, wesumnarize the key takeaways.

Europe Weekly Kickstart Summer data-only update

Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures,

Overview – Retail Trading

For the latest data, including intraday updates, visit Investable AI/Data Analytics.

GD--NAVIGATING THE US SOFT PATCH

A deepening US soft patch and tech spillover weigh on EM risk sentiment◼ Local debt will fare well provided the dollar remains relatively benign

BofA_US Equity Futures Watch_S&P 500 Futures01

Intraday on Sep 11, the S&P 500 e-mini futures roll traded 70bps (VWAP) to Fed Funds using bottom-up divsThe volume weighted roll cost for the quarter is 72bps rich

GS--Cross-checking views on inventory levels across end markets

Inventory levels across the industrial value chain, and their impact on thecapital goods companies’ top lines, have been an ongoing topic of discussion