海外研报
筛选
Navigating a Noisy Election
Prepare for more noise than signal. Uncertainty is high for election results & the macro impacts of key policy choices. We see value in key equity sectors, a skew toward USD &
海外研报
2024年07月29日
BoJ seen forgoing July rate hike to ensure trouble-free start to QT
We expect the BoJ will leave its guidance target for the uncollateralized overnight call rate on hold at “around 0% to 0.1%” at the July 30-31 Policy Board meeting,
海外研报
2024年07月29日
Regional Industry Focus ASEAN Healthcare
Thailand's fast and furious medical tourism vs. mature growth in Singapore. Singapore and Thailand have become
海外研报
2024年07月30日
Is this what data-point dependence looks like?
The poor NFP report and 0.2ppt uptick in unemployment rate brought 10Y UST yields to December 2023 lows (3.8%) and ESTR 1YF1Y to 2.08%. Growth factor
海外研报
2024年08月06日
TECHNICAL ANALYSIS
2y UST has staged a relentless downtrend after break below multi-month trend line with a gap. Daily MACD is now within deep
海外研报
2024年08月07日
This material should be regarded as a marketing communication
After a relatively well-bid start of the week in rates (and ongoing panic in risk assets), global rates and markets
海外研报
2024年08月07日
European Equity Strategy
Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies covered in its research reports. As a result, investors should be
海外研报
2024年08月08日
The Flow Show The Prime of Strife
Scores on the Doors: crypto 17.2%, gold 16.9%, stocks 8.9%, oil 6.3%, HY bonds 4.7%, commodities 3.3%, cash 3.2%, IG bonds 1.9%, US$ 1.9%, govt bonds -0.8% YTD.
海外研报
2024年08月10日
The Point for Asia Pacific
TopCallChina Multi-Asset - All Eyes on Third Plenum; Plus Buy Export & CommodityPlaysIn the run-up to China’s much-anticipated Third Plenum on 15-18 July, our
海外研报
2024年07月04日
