海外研报
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European 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31日
Downgrade Retail to Neutral: 2Q24 Promos Suggest Weakening Demand
We downgrade Retail to Neutral from Positive on erosion ofinventory margin recapture as promos intensify and demand
海外研报
2024年08月08日
Global Macro Watch Known Unknowns 11 – 16 August
July US CPI should be good enough for a September cutWe forecast headline CPI rose by 0.3% mom in July, owing mainly to a pickup in core
海外研报
2024年08月12日
