海外研报
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Click “here” to listen to the Europe Morning Call.
Transport Chartbook – thoughts on shipping S/D – Global trade growth remainedstrong in 2Q with air freight up +10% yoy and container +6%. This is driven by a
海外研报
2024年07月17日
Framing The Upside Path to 2025 Operating Income
In this report, we preview AMZN’s upcoming Q2’24 operatingresults and increase our above-Street 2025 GAAP Operating Income
海外研报
2024年07月17日
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20日
Gold’s unwavering bull market
Global commodities: Gold is breaking out to new all-time highs and continues to surprise even our above-consensus forecasts, both in its upward intensity as well
海外研报
2024年07月20日
Liquid Insight Dutch pension funds, in 10 questions
Key takeaways• Dutch pension funds are key actors in the long-end of the EUR swaps curve, but they are also active across asset classes.
海外研报
2024年07月23日
US Weekly Kickstart
Small-caps just posted the most powerful weekly return vs. large-caps on record. Against a backdrop of extreme equity market concentration, four
海外研报
2024年07月20日
USD long-term fair value falters in Q124
The USD saw its long-term fair value fall somewhat across the board in Q124. The drop came on the back of the continuing loss of its real rate &
海外研报
2024年07月20日
What’s Top of Mind in Macro Research: Trump’s rising presidential odds, Fed cuts may soon begin,
US election: Trump’s rising oddsThe likelihood of a Trump presidency has risen further in betting markets sinceSaturday’s shocking assassination attempt, and we maintain that such an election
海外研报
2024年07月20日
Restructuring begins to bear fruit
T . JD.com currently has a c.18% market share in terms ofGMV. JD’s self-developed fulfilment and logistics infrastructure (1,300 warehouses with GFA of 23m
海外研报
2024年07月18日
Yangzijiang Shipbuilding Holdings Ltd
L . Yangzijiang is the largest and bestmanaged private shipbuilder in China with a wide economic moat to compete against Chinese and
海外研报
2024年07月18日
