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USA: Powell Notes Added Confidence from Second Quarter Inflation Progress

BOTTOM LINE: During an interview at the Economic Club of Washington D.C., FedChair Jerome Powell did not comment on the specific timing of the first rate cut but
海外研报

Global Macro Commentary

Fed Chair Powell says recent inflation data add confidence; USTs bear-steepen; BoC surveys show inflation expectations
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US Economics  |  US Economic Data

Headline retail sales were unchanged in June, but the control group rose +0.9%. This is the biggest m/m increase inthe control group since April 2023. Both numbers were stronger than the respective consensus forecasts of -0.3% and+0.2%.
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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
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The economic consequences of a second Trump presidency for emerging markets

Macro focus: With market-implied probabilities of a second Trump term rising, we take a first look at the potential reverberations for EMs. We view tariff policy as
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The return of the rest?

In Friday’s CoTD (link here) we showed that before the 2000 bubble burst, the three “dullest” S&P 500 sectors (Consumer Staples, Healthcare and Utilities) had
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CitiFX Techs - US yields: Close to a break

Yields are testing support at 4.40% (March 2024 low), after breaking below the 4.55% support (March 27 low). IF we break belowthis level on a weekly basis, we will open up a 2
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Doubtful on growth, hopeful on the market

Investors turn more doubtful on the global growth outlookA net 27% of investors expect softening global growth over the coming 12 months, the
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Another month of soft retail spending

Retail sales probably declined in JuneTotal card spending per household (HH), as measured by BAC aggregated credit and
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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
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